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Data Cloud for Financial Services
Data Cloud puts all of your data from core banking and insurance to work for your customers. It is deeply embedded in the Salesforce Platform – any external data lake or warehouse can now drive actions and workflows inside Financial Services Cloud. Deliver trusted, secure, and accurate AI outcomes that are grounded in your company's data without expensive model training.
Data-driven firms build meaningful customer relationships with Data Cloud for financial services.
Deliver hyper-personalized experiences with Data Cloud for financial services.
Data Cloud is about more than just bringing data together. It’s about bringing entire organizations together around the customer to improve experiences and drive growth.
Connect financial data.
Connect your data to Financial Services Cloud using data model objects for core banking data and insurance policy and claims data. Get started quickly with prebuilt mappings and streams in Data Cloud.
Gain visibility to financial health, spending, earnings, savings, net worth, and more with a prebuilt a library of financial services-specific insights in Data Cloud.
Understand household income, expenditures, and net worth based on insights and trends from Data Cloud that surface in Financial Services Cloud. Develop a deeper understanding of your customers and drive actions anywhere in Salesforce.
Drive growth through personalization.
Leverage Data Cloud to support segmentation at scale. Build actionable lists using data from Data Cloud and Actionable Segmentation in Financial Services Cloud to engage prospects and customers based on signals for financial life journeys.
Unlock upsell and cross-sell opportunities with insights from spending and savings habits as well as policyholder life events. Position your data for AI insights such as real-time financial wellness scores and next best actions.
Provide hyper-relevant and insightful notifications in Financial Services Cloud based on calculated insights from Data Cloud.
Scale service with a complete view of the customer.
Identify customers at risk of churn based on early warning signals and address customer issues the moment they occur. Deliver better, more efficient customer experiences that increase customer satisfaction.
Trigger personalized onboarding journeys and offer relevant tips and resources based on financial and household data. Use AI to proactively identify when a customer needs help based on web engagement data from your self-service site.
Surface merchant alerting and transaction enrichment data in CRM using prebuilt connections that enable workflows and resolution all in Salesforce. Connect CRM, case, and customer feedback data to gain a comprehensive understanding of service operations and customer health across the business.
Enable hyper-personalized marketing.
Connect marketing, sales, service, and campaign performance data into unified profiles that marketers can use to quickly create target audience segments and activate them across channels — all through a user-friendly, AI-powered interface.
Automate personalized journeys and refresh messaging, content, and offers based on real-time signals from customer and prospect behavior by connecting CRM data with engagement data from your website, social, and marketing campaigns.
Analyze the performance of your audiences and activations in a single view by connecting marketing and Financial Services Cloud data with third-party ad partners.
Complete your data solution with products from across Salesforce.
Financial Services Cloud
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Data Cloud
Activate all your customer data across Salesforce applications.
Intelligence for Financial Services
Help your entire team find important answers and start making data-driven decisions.
Marketing Cloud
Personalize customer experiences and optimize each campaign with data-first solutions for any channel and device.
Build the perfect customer service solution in Financial Services Cloud with our help.
Get in touch today and our experts will guide you through the process step by step:
- Chose the right Financial Services Cloud edition as your foundation.
- Add products/services needed, if not already included.
- Customize the final result with apps, services, support.
Personalize Engagement
Automate service engagements across digital and in-person experiences.
Learn more about what Salesforce can do for financial services firms.
Retail Banking
Boost customer satisfaction with data and AI-powered experiences.
Life and Annuity
Unlock the value of data and AI for policyholders.
Group Benefits
Transform your group benefits business with trusted data and AI.
Property and Casualty
Grow policyholder relationships with trusted data and AI.
Agencies and Brokerages
Drive efficient growth for your agency or brokerage with trusted data and AI.
Wealth Management
Unlock data to grow client relationships and AUM with trusted AI.
Asset Management
Empower client success and boost employee productivity with trusted data and AI.
Learn new skills with free, guided learning on Trailhead.
Hit the ground running with financial services tips, tricks, and best practices.
Ready to take the next step with the world’s #1 AI CRM for Financial Services?
Start your trial.
Try Financial Services Cloud free for 30 days. No credit card. No installations.
Talk to an expert.
Tell us a bit more so the right person can reach out faster.
Watch a demo.
Learn how Salesforce for financial services empowers customers' financial success.
Data Cloud for Financial Services FAQs
Data Cloud allows you to unify all your financial data on Salesforce without building complex data pipelines, easily take action on all your data in Financial Services Cloud, and enable trusted AI solutions powered by your data.
Data Cloud allows you to ingest virtually any data source, such transaction and policy data systems. Seamlessly connect Financial Services Cloud using Salesforce connectors. Pull in data from your existing Data Lakes and Warehouses, like Snowflake and Data Bricks, without duplicating data.
Data Cloud for Financial Services helps financial services firms take action on their data across Sales, Service, and Marketing Cloud. Data Cloud is natively integrated into the Salesforce metadata framework, enabling all teams to move faster with data using low-code tools like Flow and Einstein AI.
While Data Cloud for Financial Services does offer data modeling capabilities, its primary focus is to serve as a tool for activating your data. The financial services data model is designed to help you easily integrate your data within the Salesforce metadata framework.
Financial services firms leveraging Data Cloud can efficiently uncover insights by using their own models or our low-code insights builder, enabling teams to quickly derive key metrics such as propensity to buy, Customer Lifetime Value, and Engagement Scores for each customer.
Data Cloud pricing is consumption-based, meaning you pay only for the services you use.
Existing Salesforce customers can get started with Data Cloud for free by visiting this page.
Existing Salesforce customers can access this guide to Getting Started with Data Cloud.