Category: Technology Providers - CRM
Initiative: Transforming the Client-Advisor Relationship for the Digital Age with Salesforce Financial Services Cloud
Salesforce created the Salesforce Financial Services Cloud to meet investors’ demands to collaborate digitally with their financial advisors. The service offers the Wealth Homepage, a dashboard that displays a snapshot of an advisor’s entire book of business. This feature enables advisors to automate administrative tasks and to quickly scan their agendas, prioritize tasks and track opportunities. Financial Services Cloud also uses push notifications to deliver actionable insights, pulling from workflows and third-party sources.
The mobile and social capabilities built into the Salesforce platform enable advisors to access the Financial Services Cloud on any device and collaborate with advisory teams anywhere in real time. Features such as Client Profiles and Client Households give advisors a full picture of the customer’s household and extended network. Client Life Goals allow advisors to create collaborative financial plans for the client based on personal goals, such as budgeting for college or buying a vacation home.
More than 20 partners have joined Salesforce’s growing ecosystem, applying Financial Services Cloud to portfolio management, prospecting, data management and more.
About the Company
Salesforce pioneered a new technology model with our cloud platform, a new pay-as-you-go business model focused on customer success, and a new integrated corporate philanthropy model, called the 1-1-1 model, by which we donate 1% of our equity, 1% of our employee time, and 1% of our product to improve communities around the world.
Today, Salesforce’s Customer Success Platform provides groundbreaking cloud services for sales, service, marketing, community, analytics, apps and the Internet of Things.
Thanks to our dedicated employees, partners, and the customers we serve, Salesforce is the fastest growing top 10 software company in the world and has been ranked as one of the world’s most innovative companies by Forbes for five years in a row. Salesforce empowers companies to connect with their customers in a whole new way.
For more information, please visit www.salesforce.com