Salesforce Financial Services Cloud
Discover the Salesforce Cloud for the finance and insurance sector: the tailor-made solution for revolutionary customer service and efficient business processes.
Overview of the functions of the cloud
The Salesforce Financial Services Cloud is a specialized CRM solution for the financial and insurance sector that aims to strengthen and efficiently manage customer relationships. With a data model developed specifically for this sector, it helps consulting firms, banks and insurance companies to manage both potential and existing customers more effectively.
The CRM platform offers predefined fields and processes that make it possible to precisely model individual customer accounts, assets, liabilities and goals as well as those of entire households. In addition, it extends the core functions of Sales and Service Cloud with industry-specific features to ensure personalized advice based on the highest security standards.
Die Financial Services Cloud by Salesfive für Bankwesen und Co.
Personalized customer advice
Help customer service understand your customers and their financial needs by enabling your front office to recognize these needs directly.
Automated process intelligence
The use of partially automated processes and AI makes onboarding more efficient and thus reduces internal costs.
Networked financial data platforms
Banking and insurance platforms are seamlessly integrated. Financial, insurance, transaction and CRM data are thus connected on one platform.
Customer loyalty through insights
By collecting and analyzing customer data, you can send your customers targeted information and offers based on this data
Strategic financial analysis
Gain deep insights into customer behavior. Banks can analyze data on credit behavior, payment history and income data.
Integrated security
Implement innovative ideas securely. The cloud offers robust security features to protect sensitive customer and transaction data.
Do you want to convince your customers in the long term?
We'll be happy to advise you on all your options with the right cloud.
This is what we can offer you!
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