A comprehensive view of customer information, and timely and relevant communication accessible across devices are imperative to delivering exceptional customer experience in banking. Financial Services Cloud enables bankers to leverage data to better understand their clients' financial needs and offer personalised services. It also streamlines and automates many manual processes, reducing operational costs and increasing efficiency.Learn more
A 360-degree view of customer financial profiles is critical to allowing lenders to assess creditworthiness more accurately and increasing the efficiency of loan origination processes. Financial Services Cloud enhances customer engagement through personalised loan offers and communication, fostering stronger borrower relationships, and automates servicing processes, streamlining operations, reducing paperwork, and accelerating approval times for mortgage lending and small business loans. It also helps in regulatory compliance and provides valuable insights into customer behaviours.Learn more
Wealth managers and advisors ought to have a comprehensive view of client financial data, investment portfolios, and goals, enabling them to deliver highly personalised financial advice and services. Financial Services Cloud offers robust tools for investment analysis, risk assessment, and performance tracking, empowering stakeholders to optimise investment strategies, especially with Salesforce Einstein. Besides streamlining client onboarding, compliance reporting, and document management, it enhances collaboration among advisors and allows for better communication with clients through secure portals.Learn more
Agents and client service reps need a unified view of policyholders' information to offer more tailored insurance products and services. Financial Services Cloud helps visualise policyholder preference and milestone data with out-of-box dashboards, minimising errors and improving operational efficiency. It also enables customised coverage recommendations using real-time analytics, thereby creating a seamless experience for the customer.Learn more
Financial Services Cloud makes it effortless to strategically cater to the needs of customers, members, and clients irrespective of the location across the globe. A few points of advantages of using FSC in remote environments:
SFSC is not only a tool to boost customer engagement and expereince, but also the key to unlock otherwise missed opportunities of lead capture, conversion, and retention.