Learn about the benefits of Salesforce Financial Services Cloud for banking, lending, capital markets, insurance, and asset management.

1. Unlock the
opportunities of
Wealth
Management
with Salesforce
Financial
Services Cloud
www.bacancytechnology.com

2. Introduction

3. Today the business world emphasizes more
on managing relationships, whether it is
customer relationships, sales, marketing or
financial; the companies are dramatically
investing in these relationships for better
growth. The emergence of cloud
technologies has opened the door to
establishing relationships with customers
and clients quickly. One of the robust
platforms that promote such relationships
is Salesforce. Salesforce is undeniably one of
the best and finest CRM platforms that help
businesses maintain business links
uniquely through its various solutions. This
CRM platform has a lot to offer for
departments like sales and marketing, so
how can it leave the financial department
behind? Salesforce financial services cloud
is the platform that is designed to change
the future of wealth management.

4. Salesforce first introduced the financial
services cloud platform to support wealth
management, but it has become more than
that today. At present, this platform assists
businesses in having more personalized
interactions with wealthy profile clients,
automates the routine processes that avoid
the chances of missing new clients
opportunity and delivering customized
services anytime, anywhere.

5. Salesforce first introduced the financial
services cloud platform to support wealth
management, but it has become more than
that today. At present, this platform assists
businesses in having more personalized
interactions with wealthy profile clients,
automates the routine processes that avoid
the chances of missing new clients
opportunity and delivering customized
services anytime, anywhere.

6. This blog post has taken account of the
concept and benefits of using the Salesforce
financial services cloud platform with your
business process.
So without any further ado, let’s get
started-

7. Salesforce
financial
services:
What & Why?

8. Financial Services Cloud powered by
Salesforce is an integrated platform
designed to drive stronger financial
relationships that last longer. Financial
services platform is considered the future of
wealth management, as it nurtures the
financial relationships deeper with its
proactive tracking, reminding organizations
about their client’s needs.

9. An opportunity to match the dreams
with your client’s goals
Get a 360 overview of your book of
business
Automate the daily processes
Connect with clients from any device
anytime
Manage the client’s entire financial life
smoothly.
This platform helps financial advisors save
time and effort by avoiding gathering
information of the clients and spending
more time on the things in which they are
brilliant, like goal-based advice and
investment advice, which ultimately helps
clients grow their business.
With Salesforce financial services cloud, you
will get-

10. Benefits of
using
Salesforce
Financial
Services
Cloud

11. 1. Lead Tracking
In finance, it is necessary to keep a close eye
on the leads and referrals, and the financial
services cloud will allow you to do the same
seamlessly. The financial services cloud
comes with powerful productivity tools and
integrated partner apps that help your
financial professionals keep an intelligent
track of all the leads and referrals. From
creation to conversion, the team will update
every single move on their FSC accounts.

12. 2. Action plans
Financial services cloud eliminates the
kiosk or miscommunication regarding tasks
and actions among team members. The
platform offers advanced action plan
features that automate the critical tasks and
their deadlines to meet the specific goals.
The tasks are auto-assigned to team
members according to their profile and
capabilities and ensure compliance as well.
It also allows organizations to get a view of
their action plan progress.

13. 3. Advisor Analytics
Salesforce financial services cloud comes
with an analytics dashboard and reports
that help financial advisors to offer more
informed decisions to their clients, which
helps them in their growth and revenues. It
allows financial institutions to customize
their reports or dashboards as per their
business requirements. The analytics are
powered by the cutting-edge technology
Artificial Intelligence, making this platform
more reliable and accurate for making
better financial decisions. The FSC is
available in various editions, which is an
excellent add-on for organizations in their
financial journeys.

14. With financial services cloud, the financial
advisors can easily manage the businesses,
client’s data model, household models,
individual data model account or personal
account data model—the platform lines up
the relationships, including- Account-
Contact Relationships, Account-Account
Relationships and Contact-Contact
Relationships.
4. One-stop platform for
managing data model

15. One of the most prominent benefits
organizations get after having SFC is
intuitive customer care. Customers always
expect more from businesses, including
beneficial advice, quick response, accessible
communication, and more. Salesforce
financial services allow companies to fulfil
all these requirements. To offer the
intuitive experience, SFC tracks all the
activities, visualizes customer relationships,
sources, referrals, streamlines the
coordination among stakeholders, and
provides complete transparency.
5. Standardize next-level
customer care

16. Whether it is stakeholders, employees or
your end customers, SFC enhances the
engagement to a great level. It unlocks the
wealth of new opportunities; robust
features offer outstanding digital
engagement to businesses. Automation and
Artificial intelligence make this platform
more demanding than others. By leveraging
the power of AI, this platform provides
reliable and trustworthy analytics, which
ultimately benefits organizations in making
more informed decisions.
On the other hand, Automation decreases
human errors, making financial advisors’
work more accessible and sorted. It relieves
the employees from the tedious manual
tasks and frees them to keep more focus on
retaining new customers.
6. Increase engagement

17. Final Words

18. Wealth management, retail banking,
corporate banking, insurance and capital
markets are the essential parts that cover
critical financial activities. The financial
services cloud comes as a powerful tool for
all these institutions, which not only saves
their time and money but also gives them a
boost in their work productivity.
The financial cloud journey helps advisors
to stay one step ahead of the competitive
market. So if you are a financial
organization and planning to unlock the
new doors of wealth management for your
business, take a step with Salesforce
financial cloud in your new journey.
Implement the SFC in your business
systems today and see how your business
will do wonders in a quick time.

19. If you are looking for a professional hand,
we are here to assist you. We are a leading
salesforce development company that
provides various salesforce cloud solutions
globally with 100% client satisfaction. So do
not waste your single second; drop your
inquiry mail today with us, connect with
our experts and start your new cloud
journey.
We are just a ping away.

20. Thank You
www.bacancytechnology.com