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Salesforce Financial Services Cloud

Posted by Vrinda J Menon

Financial Services Cloud is an integrated platform intended to drive stronger client relationships that last. 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 organisation’s high-touch relationship model.

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