Banking & Lending › Channel & Digital Banking › CRM for Banking

Salesforce Financial Services Cloud CRM

CRM platform tailored for financial services to manage client relationships and financial accounts.

Unclaimed — profile compiled by Finantrix editorsWork at Salesforce Financial Services Cloud CRM? Claim this listing, free, to manage it yourself, add your logo and data sheet, and have buyer inquiries sent to your inbox. Sponsoring a buyer guide is separate, from $499 a year.Claim this listing

Overview

Salesforce Financial Services Cloud CRM is a customer relationship management platform designed specifically for financial institutions including banks, wealth management, and insurance organizations. It enables management of financial accounts, client relationships, and personalized customer experiences through data-driven insights.

The platform incorporates AI capabilities such as Agentforce to provide trusted AI solutions tailored for financial services, enhancing productivity and operational efficiency. It supports collections and financial recovery processes with automation and borrower insights.

Financial institutions globally use this platform to increase productivity, achieve positive ROI, and leverage AI-driven business impact in retail banking, insurance, and wealth management sectors.

Key Features

+ Client and financial account management
+ AI-powered insights and automation with Agentforce
+ Collections and financial recovery optimization
+ Personalized customer engagement
+ Integration with Salesforce ecosystem
+ Real-time data-driven decision making
+ Support for wealth management and insurance workflows

Integrations

Salesforce CRMEinstein AIFinancial data sourcesThird-party financial service APIs

See something inaccurate or out of date? Let our editorial team know.