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Financial Services Cloud is a perfect automated software solution for unified transaction management and risk forecasting. You can use it in such business niches as banking and insurance for boosting your current quality of service and level of income. Providing end-to-end automation of all business operations, Salesforce FS cloud minimizes the human factor risks and simplifies routine tasks for your staff members.

Ergonized is an official Salesforce consulting partner that implements Salesforce FSC solutions. We will help scale your company at the lowest cost and with minimum effort.

Salesforce Customer Success Metrics Survey

37%
Faster decision-making
188%
Return on investment
34%
Increase in sales productivity

Salesforce Financial Services Cloud
Features

Banking

Streamline banking transactions

Perform banking transactions using a convenient, intuitive control panel that is accessible from any smart device connected to the Internet. With Financial Cloud Salesforce, you can easily acquire new customers by improving the quality of service and centralized data management.

insurance

Become a top insurance company

Increasing competition in the insurance business requires entrepreneurs to adopt an even greater digital immersion. Just use Salesforce Financial Services Cloud to get constant access to up-to-date data from agents and brokers. Plus, the solution can help scale your business without the need to hire new employees and burden your existing staff.

Wealth management

Enable clients to manage their finances

Provide your clients with a great tool for cash transactions management. Users can also use the analytics dashboard to plan their budget (for example, with the help of Einstein Analytics for FSC) and estimate costs. This approach will increase the transparency of financial relationships with your clients and strengthen their trust in your company.

lending

Automate lending and borrowing operations

Use structured customer records from your Salesforce Financial Services Cloud banking solution for even more convenient and faster processing requests. At the same time, you can minimize the risks associated with potentially unreliable clients, as well as optimize lending rates through end-to-end risk assessment. And, of course, you can expand the competence of your staff almost without any training.

Salesforce Financial Services Cloud Demo: How It Looks

We invite you to familiarize yourself with the Salesforce Financial Services Cloud overview.

Salesforce Financial Services Cloud Pricing

Check the short Financial Services Cloud edition comparison of features:

Professional Edition
Enterprise Edition
Unlimited Edition
Professional Edition
  • B2C and B2B Data Model
  • Role-Based Console Apps
  • Financial Accounts and Rollups
  • Intelligent Need-Based Referrals
$150 user/month
Enterprise Edition
  • B2C and B2B Data Model
  • Role-Based Console Apps
  • Financial Accounts and Rollups
  • Intelligent Need-Based Referrals
  • Action Plans
$300 user/month
Unlimited Edition
  • B2C and B2B Data Model
  • Role-Based Console Apps
  • Financial Accounts and Rollups
  • Intelligent Need-Based Referrals
  • Action Plans
  • 24/7 Support and Configuration Services
$450 user/month

Salesforce Financial Services Cloud
Implementation Advantages

As an official Salesforce partner, we will help you with CRM System for financial services integration to propel your business to the forefront of the market. Ask our Salesforce Financial Services Cloud Accredited consultant to learn more information about the tools.

End-to-end customer needs assessment

With Salesforce software, you can employ user data from CRM more productively than ever before. The CRM system for financial services will help you better anticipate customer needs and even exceed their expectations. This is the easiest way to keep your business competitive.

Up-to-date data access 24/7

Using data from multiple communication channels helps build the most accurate forecasts and develop effective marketing strategies. You can gain access to all synced customer information via the simple, intuitive dashboard of your cloud-based Salesforce solution.

The highest quality of customer interaction

With the Financial Services Cloud solution, you will quickly become the best among your competitors, offering not only quality services but also improving all stages of customer interaction. Plus, with end-to-end integration of your software solutions, you can easily maximize customer satisfaction.

Rapid business growth

Instead of wasting time and resources on staff expansion, you can streamline the workflows of your existing staff. Salesforce products, and particularly Salesforce Financial Services Cloud insurance solutions, provide end-to-end automation of all tasks, which is essential when scaling a business.

 
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