Salesforce FinServ

Financial Services Cloud

Who Uses This Software?

Financial Advisors, Retail Bankers, their teams and their clients

Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Live Online
    In Person
  • Support
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Salesforce FinServ
  • United States

About Financial Services Cloud

Engage today's connected clients, and exceed their expectations with Salesforce Financial Services Cloud. Supercharge your productivity by managing client engagements, household relationships, and financial life goals all from one connected platform.Take advantage of actionable client insights delivered to you on any device. Build meaningful 1-to-1 relationships with a holistic view into a clients financial past, present, and future.

Financial Services Cloud Features

  • Account Alerts
  • Asset Management
  • Expense Tracking
  • Household Tracking
  • Influence Tracking
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Team Assignments
  • Territory Management

Financial Services Cloud Reviews

No reviews, be the first!