Salesforce
for Finance

Deliver unparalleled wealth management and banking services
with experience-driven Salesforce solutions for finance

Continuously innovate financial services with

Salesforce for Finance

Unify Assets, Customer View
Access all customer information – including assets, investments, partners, transaction histories, open cases, and grievances with a single system login  
Personalize Prospecting

Identify opportunities with intelligent sales systems to remind customers of new credits, due-dates, or wish them for life events like anniversaries

Market Personal Finance Resonate with your customers more efficiently with personalized messages based on transaction histories and personal life events

Improve Customer Engagement with
Salesforce for Financial Institutions

Wealth Management

Streamline financial management with portfolio management systems, use custom reports and dashboards to view financial balances at the individual and household level

 

Guided Loan Application

Offer customers a seamless journey to apply for loans by guiding them through step-by-step actions and recommendations to capture relevant data during the application process

 

Personalized Service & Marketing

Deploy Artificial Intelligence to discover client insights and predict future outcomes, proactively identify the next steps for predictive guidance and recommend actions

 

KYC Management

Automate Know-Your-Customer (KYC) with automation and digitization of the onboarding process, instead of manual document collection and verification

 

Opportunity Management

Get enhanced visibility into your opportunities to gain a holistic view of managed and held away assets and track referrals to transform your clients into an active referral network

 

Customer Lifecycle Management

Simplify the onboarding process by capturing details of customers, analyze their expense or saving behavior and personalize their lifecycle management

End-to-end automation and business logic for private equity, loan processing, accounting, and payments with
Salesforce for Financial Services

Dashboard KPIs from Customer Data

Get customizable views of customer data, ensure teams collaborate seamlessly and act on real-time insights to win over more customers

Replenish Pipelines, Sell Smarter

Eliminate guesswork and access real-time insights, reporting, and forecasts with AI to identify, accelerate and close more opportunities

Automate documentation, appointments

Digitize business processes while meeting regulatory compliance, eliminate any inefficiency caused by manual paperwork

Use Intelligent Insights for Efficiency

Get actionable insights at your fingertips so everyone from bank tellers to advisors can focus on what’s more important for the business

Business Growth with Digital Banking

Connect every touchpoint of your financial institution digitally with full visibility into your customers, meet tomorrow’s growing demands

Integrate to external systems
Connect to external systems like CRMs, ERPs, and Lendio to consolidate financial data, loan processing data
Automate update messages
Share loan processing stages, trusted URLs to capture KYC, and financial insights to build relationships
Connect Marketing Operations
Integrate financial systems to Marketing Cloud and Pardot to promote financial solutions relevant to the client like Retail Loans, Credit Cards, and Investments