Salesforce Financial Services Cloud Overview
Salesforce Financial Services Cloud enhances relationship growth and reduces service costs. Personalized insights are delivered at scale, establishing it as the premier financial services CRM.
Use Cases
Customers recommend Engagement Management, Contact List Management, Collaboration, as the business use cases that they have been most satisfied with while using Salesforce Financial Services Cloud.
Business Priorities
Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Salesforce Financial Services Cloud.
Salesforce Financial Services Cloud Use-Cases and Business Priorities: Customer Satisfaction Data
Salesforce Financial Services Cloud works with different mediums / channels such as Website. and Mobile.
Salesforce Financial Services Cloud's features include Personalization, Alerts: Popups & Notifications, Dashboard, etc. and Salesforce Financial Services Cloud support capabilities include Chat Support, 24/7 Support, Email Support, etc. also Salesforce Financial Services Cloud analytics capabilities include Analytics, and Custom Reports.
Reviews
"With Salesforce, we have transformed the mortgage process at Barclays" - Jackie Uhi
Salesforce Financial Services Cloud, Salesforce Connect, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Popular Business Setting
for Salesforce Financial Services Cloud
Top Industries
- Financial Services
- Banking
- Pharmaceuticals
Popular in
- Large Enterprise
- Enterprise
- Mid Market
Salesforce Financial Services Cloud is popular in Financial Services, Banking, and Pharmaceuticals and is widely used by Large Enterprise, Enterprise, and Mid Market.
Comprehensive Insights on Salesforce Financial Services Cloud Use Cases
How can Salesforce Financial Services Cloud optimize your Engagement Management Workflow?
What solutions does Salesforce Financial Services Cloud provide for Contact List Management?
How can Salesforce Financial Services Cloud enhance your Collaboration process?
Why is Salesforce Financial Services Cloud the best choice for Lead Management?
How does Salesforce Financial Services Cloud facilitate Generation Of New Leads?
33+ more Business Use Cases
41 buyers and buying teams have used Cuspera to assess how well Salesforce Financial Services Cloud solved their CRM needs. Cuspera uses 458 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
With Salesforce, we have transformed the mortgage process at Barclays Testimonial By Jackie Uhi |
|
|
The Salesforce Platform is a very mobile, 21st-century environment that complements [our] talents at connecting with clients. Testimonial By John Joseph |
|
|
We've found a partner in innovation with Salesforce. Testimonial By Hikmet Ersek |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Jackie Uhi Managing Director Barclays |
With Salesforce, we have transformed the mortgage process at Barclays Testimonial By Jackie Uhi |
|
John Joseph Chief Strategy Officer Transamerica |
The Salesforce Platform is a very mobile, 21st-century environment that complements [our] talents at connecting with clients. Testimonial By John Joseph |
|
Hikmet Ersek Ceo Western Union |
We've found a partner in innovation with Salesforce. Testimonial By Hikmet Ersek |
Case Studies
CASE STUDY EXL
CASE STUDY Tata Consumer Products
CASE STUDY Godrej & Boyce
CASE STUDY JSW Steel
CASE STUDY BARC India
CASE STUDY Bike Bazaar
Video
Salesforce Financial Services Cloud Demo
Peers used Salesforce Financial Services Cloud for engagement management and contact list management
Salesforce Financial Services Cloud Competitors
Salesforce Financial Services Cloud Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Analytics | Read Reviews (29) |
| Custom Reports | Read Reviews (39) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Analytics | Read Reviews (29) |
| Custom Reports | Read Reviews (39) |
Salesforce Financial Services Cloud Integrations
Salesforce Financial Services Cloud integrates with a wide range of software applications through its robust data import and export capabilities.
Few API Integrations for Salesforce Financial Services Cloud
Software Failure Risk Guidance
?for Salesforce Financial Services Cloud
Overall Risk Meter
Top Failure Risks for Salesforce Financial Services Cloud
Salesforce, Inc. News
Salesforce Launches Agentforce 3 with MCP to Tackle AI Agent Scalability in Enterprises
Salesforce launched Agentforce 3, an advanced AI agent platform designed for enterprise scalability. The release introduces the Agentforce Command Centre, providing real-time observability and control over AI agent workflows. Early adopters like Grupo Globo and Engine report significant business gains, including a 22% boost in subscriber retention and a 15% reduction in case handling time. Over 8,000 organizations have adopted Agentforce since October 2024.
Salesforce's (CRM) AI Push Gains Momentum With New Pricing Strategy - Insider Monkey
Salesforce has introduced a new pricing strategy for its AI-powered CRM suite, including Agentforce, aiming to accelerate adoption of its artificial intelligence capabilities across enterprise customers. This move is designed to drive broader usage of AI-driven automation and analytics within Salesforces platform, positioning the company for increased market share in the competitive CRM and enterprise software sector. The updated pricing reflects Salesforces commitment to making advanced AI features more accessible and cost-effective for businesses seeking digital transformation.[1](https://www.ainvest.com/news/salesforce-strategic-momentum-agentforce-role-driving-future-growth-2505/?utm_source=openai) [2](https://www.ainvest.com/news/salesforce-agentforce-pricing-revolution-strategic-masterstroke-dominance-ai-driven-crm-era-2505/?utm_source=openai) [3](https://www.reuters.com/technology/salesforce-jumps-latest-ai-tools-set-accelerate-demand-2024-12-04/?utm_source=openai)
As AI Agent Usage Surges, Companies Need a Complete Observability Solution
Salesforce has launched Agentforce Command Center, an observability platform for monitoring and managing AI agent activity. The solution offers tools such as Plan Tracer for troubleshooting and Testing Center for large-scale evaluation of agent responses. This addresses the need for robust governance and optimization as enterprises scale AI agent deployments.
PayPal expands Salesforce partnership over Agentforce - TipRanks.com
PayPal is expanding its partnership with Salesforce by integrating Agentforce, aiming to enhance customer service operations and streamline agent workflows. This collaboration leverages Salesforces CRM capabilities to improve PayPals support efficiency and deliver a more unified customer experience.
Salesforce, Inc. Profile
HQ Location
415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States
Employees
10001+
Social
Financials
IPO
