Unlock terabytes of trapped customer data across legacy and third-party systems into a single view that changes as customers interact with your business. Use out-of-the-box calculated insights and create targeted segments to deliver financial services personalisation at scale.
Combine customer behavioural and financial data into a single view. Help your customers optimise financial planning experiences with a full view of financial goals in Financial Services Cloud. Drive actionability using out-of-the-box insights to help your customers achieve financial wellness.
Unify your customers’ financial and transactional data, CRM data, and behavioural data using Data Cloud to bring your first-party and external data together into a single lakehouse with a data model for Financial Services Cloud.
Connect your core banking transaction data, as well as other external systems, with Financial Services Cloud. Use a financial services data model with prebuilt mappings and streams in the Financial Services Cloud Data Kit.
Connect your data quickly to once-siloed systems – core banking, custodial, financial planning, and portfolio management software – with accelerators and APIs. Use MuleSoft Direct for Financial Services Cloud to pipe information directly to Data Cloud.
Gain insight advice from spending and savings habits through linkage to external accounts for full visibility to transactional data. Harmonise all of your data for a complete picture of your customers. Position your data for AI insights like real-time financial wellness scores and next best actions.
Anticipate your customers’ needs by understanding their financial aspirations. Use prepackaged goal capture experiences to record customers' goals right in Financial Services Cloud. Get a complete picture that drives relevant customer interactions.
Bankers and wealth advisors can view and action on financial plans from a financial planning platform, right in Financial Services Cloud by using our business APIs. Advisors can also pull household information into financial platforms, eliminating the need to ask for the same information repeatedly.
The best thing about managing goals in Financial Services Cloud is that they are actionable – you can drive workflows around them. Personalised engagement and proactive actions will help drive the financial outcomes that will create lifelong customers.
Understand household income, expenditures, and net worth based on calculated transaction insights and trends from Data Cloud that surface in Financial Services Cloud on FlexCards. Develop a deeper understanding of your customers and drive actions anywhere in Financial Services Cloud.
Harmonise data in Financial Services Cloud and Data Cloud with custom components in Financial Services Cloud for specific visualisations and an alerting framework. Deliver alerts with financial services personalisation to help your customers stay on track for financial wellness.
Leverage Data Cloud to support high-volume scenarios of segmentation. Build actionable lists with Data Cloud using Actionable Segmentation in Financial Services Cloud to engage customers and prospects based on signals for financial life journeys.
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Activate all your customer data across Salesforce applications.
Personalise customer experiences and optimise each campaign with data-first solutions for any channel and device.
Drive predictable revenue with analytics and AI for organisations.
Integrate data from any services system to deliver critical, time-sensitive data – all with a single platform for APIs and integrations.
Quickly launch data-powered sites, portals, and apps, connected across the customer journey.
The world’s leading enterprise cloud marketplace of proven apps and experts. Easily find financial services solutions that are right for you.
Get in touch today and our experts will guide you through the process step by step:
By leveraging Salesforce as our single system of record for all customer, account, and transaction data, bankers are now better equipped to help their clients reach their financial wellness goals.
Samantha PauseChief Innovation and Brand Officer, Mascoma Bank
Deliver connected and personalised experiences to customers with automation.
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Learn how Salesforce for financial services empowers customers' financial success.
Personalisation gives financial services firms the ability to connect their disparate data systems and gain a complete view of their customers so they can deliver personalised experiences at scale.
Personalised financial engagement can help you gain incredible insights from your data so you can deliver impactful, personalised customer experiences at scale. Helping customers achieve financial success increases customer loyalty and drives measurable business value.
Evaluate your company’s current data challenges and think about the different data sources you want to combine. Identify personalisation use cases for your end users' experiences and your marketing, sales, and services teams' experiences. Then, choose the software that will fulfil those demands.
Financial institutions can unify their customers’ complete financial data and their CRM data. This positions them for AI insights like real-time financial wellness scores and next best actions, so they can deliver financial services personalisation.
