Scale and save with Financial Services Suites.
Extend the power of Financial Services Cloud to build trusted relationships and deliver modern customer experiences. See up to 50% in cost savings starting now, not years from now.*
Tell us a little about yourself, and we’ll be in touch right away.
See what’s included in our Financial Services Suites.
Financial Services Suite for Service Teams
Everything in the Service Suite plus:
- Industry standard data model and APIs
- Agent workspace purpose-built for banking and insurance
- Identify verification
- Unified engagement timeline
- Alerts
- Integration to core banking and insurance platforms
- Service process automation studio
- Service automation templates for banking and insurance
- Scheduling
Financial Services Suite for Sales Teams
Everything in the Sales Suite plus:
- Industry standard data model and APIs
- Actionable segmentation
- Guided financial discovery
- Actionable relationship center
- Compliant deal management
- Customer onboarding
- Tear sheets
- Branch management
* Up to 50% savings based on estimated amount saved purchasing Financial Services Suite compared to purchasing included individual solutions separately at their list price. Contact sales representative for details.