Frequently Asked Questions (FAQ)
These are the questions we hear a lot and you'll find the answers below. But if you have others, please don't hesitate to contact us - we're here to help.
Say hello to the world's #1 CRM solution, reimagined for financial services. Financial Services Cloud is an integrated platform designed to drive stronger client relationships that last generations. Powered by Lightning, Financial Services Cloud makes it easy for advisors to deliver a concierge level of service with the personalized, proactive advice clients expect. With an enhanced set of productivity and engagement features, advisors can spend less time gathering client information and more time doing what they do best — providing holistic, goal-based advice that puts their clients at the center of everything they do.
Financial Services Cloud provides an integrated platform that can be tailored to any financial services organization’s high-touch relationship model. Whether you are a part of a wealth management firm, an insurance company, or a bank, Financial Services Cloud can help your team deliver personalized advice at scale across any channel or device.
We’ve made it easier to track who’s who and who knows who. With Financial Services Cloud, you can turn your client base into an active referral network by tracking referrals from Centers of Influence or from within your own firm. And our related lists functionality showcases the individuals who are key to cultivating new business. The result? You’ll know more about your clients than just their investment strategy, and will have access to the networking tools needed to grow your book of business.
Financial Services Cloud, combined with Salesforce Shield, offers a powerful suite of compliance features. This means advisors, agents, and firms can adhere to new regulatory standards at scale. Easily drive repeatable and visible collaboration across the entire firm. Keep track of client relationships and communications. And establish consistent onboarding tasks to ensure the client's best interests are always at the center of each interaction.
Very secure. In addition to Financial Services Cloud, Salesforce Shield capabilities offer an extra layer of security including tools that monitor data access and usage, and prevent malicious activity. With our premier security features, you’ll have access to Event Monitoring, Field Audit Trail, and Platform Encryption to ensure your clients' financial account information is kept confidential and secure.
You don't have to be a Salesforce expert to get up and running with Financial Services Cloud. We offer a number of helpful resources created specifically for data integration. We’ll work with you to build a complete solution that addresses all your business needs. Plus, we ensure a level of scalability that promotes continuous innovation.
We understand that great technology alone is not enough to guarantee success. Each and every Financial Services Cloud customer has a robust ecosystem of partners to support your business as part of our Customer Success Services. From Salesforce Customer Success Managers to one of the million members in our success community, we have a team of people dedicated to your success.