Salesforce Financial Services Cloud

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.

Salesforce Financial services Cloud Screenshot
A black dotted Circle- Incloud Business Solutions

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.


Why Incloud?

Salesforce Financial Services Cloud is an integrated platform crafted for the financial industry. It offers a unified view of clients, streamlines financial operations, and enhances client-advisor relations. Incloud, as a trusted partner, facilitates businesses to harness its capabilities, transforming the way financial services are delivered.

Salesforce Financial Services Cloud is designed to empower the financial sector. Key benefits include personalized client experiences, real-time financial data presentation, streamlined wealth and banking management, enhanced advisor productivity, and the ability to foster deeper client relationships. With Incloud’s expertise, these benefits are realized to their full potential.

Implementing Financial Services Cloud necessitates meticulous planning. Start by identifying your financial institution’s objectives. Configure the platform accordingly, keeping industry best practices in mind. To ensure a smooth setup and integration, consider collaborating with Incloud specialists who bring in-depth knowledge and experience.

Financial Services Cloud is a CRM application tailored specifically for financial institutions. It integrates wealth management, banking, insurance, and other financial service functions into one unified platform. This allows firms to manage client relationships effectively, track financial goals, and get actionable insights to drive growth.

Embarking on your journey with Incloud’s Salesforce Financial Services Cloud solutions is straightforward. Once you’ve contacted us, our sales team will reach out to you to better understand your requirements, offer a bespoke strategy, and support you through every phase of the implementation for maximum ROI.