Financial Services

Let's Connect

To build relationships, empower customers, clients, members, employees, and partners with timely information, and boost revenue, you need a platform that offers real-time access to critical data, meaningful insights at every touchpoint, and visibility into unique journeys. Discover how Financial Services Cloud can help you unlock these capabilities and more.

Value Addition Services


A comprehensive view of customer information, and timely and relevant communication accessible across devices are imperative to delivering exceptional customer experience in banking. Financial Services Cloud enables bankers to leverage data to better understand their clients' financial needs and offer personalised services. It also streamlines and automates many manual processes, reducing operational costs and increasing efficiency.

Learn more


A 360-degree view of customer financial profiles is critical to allowing lenders to assess creditworthiness more accurately and increasing the efficiency of loan origination processes. Financial Services Cloud enhances customer engagement through personalised loan offers and communication, fostering stronger borrower relationships, and automates servicing processes, streamlining operations, reducing paperwork, and accelerating approval times for mortgage lending and small business loans. It also helps in regulatory compliance and provides valuable insights into customer behaviours.

Learn more

Wealth Management

Wealth managers and advisors ought to have a comprehensive view of client financial data, investment portfolios, and goals, enabling them to deliver highly personalised financial advice and services. Financial Services Cloud offers robust tools for investment analysis, risk assessment, and performance tracking, empowering stakeholders to optimise investment strategies, especially with Salesforce Einstein. Besides streamlining client onboarding, compliance reporting, and document management, it enhances collaboration among advisors and allows for better communication with clients through secure portals.

Learn more


Agents and client service reps need a unified view of policyholders' information to offer more tailored insurance products and services. Financial Services Cloud helps visualise policyholder preference and milestone data with out-of-box dashboards, minimising errors and improving operational efficiency. It also enables customised coverage recommendations using real-time analytics, thereby creating a seamless experience for the customer.

Learn more

Partnering with over 100 brands

Business Impact

Financial Services Cloud makes it effortless to strategically cater to the needs of customers, members, and clients irrespective of the location across the globe. A few points of advantages of using FSC in remote environments:

  1. Reduced self-service time owing to accessible online customer communities and knowledgebases that financial institutions can deploy on-the-go
  2. Users can leverage Lightning Scheduler functionality of SFSC to book in-person services as per available time slots
  3. Teams using Financial Services Cloud can collaborate across geographies just like they do in regular workflows

SFSC is not only a tool to boost customer engagement and expereince, but also the key to unlock otherwise missed opportunities of lead capture, conversion, and retention.

Don't Just Take Our Word For It Hear It From Our Clients

Other Services