Improve productivity and enhance relationships with Financial Services Cloud
Capture and visualize up-to-the-moment account information within and across clients, households, and networks
Financial Services Cloud comes with a pre-built data model that is used to help advisors, bankers, and captive insurance agents better track their prospects and clients, putting them in a position to provide excellent service to their clients.
How does it help you?
Personalized Client Experience: Advisors can provide a seamless, omnichannel experience that strengthens relationships and enhances trust.
Data-Driven Insights: With real-time data integration and analytics, financial advisors can proactively anticipate client needs.
Streamlined Operations: Enables financial advisors to automate tasks, streamline workflows, and stay on top of compliance requirements, reducing the time spent on administrative tasks and enabling them to focus on building relationships with clients.
Collaborative Work Environment: Enables financial advisors to collaborate effectively with other advisors, professionals, and third-party providers, offering a more holistic approach to wealth management.
Industry-Leading Security: Your clients can rest assured that their sensitive financial information is secure. The platform is built on a robust security framework that provides industry-leading security and compliance capabilities, ensuring that clients’ data is always protected.