Financial Services Cloud
by Salesforce · CRM and customer experience · San Francisco, United States
CRM data model and workflows for banking, insurance and wealth
What Financial Services Cloud is used for
- Manage distribution partner strategy
- Plan territories and optimise field routes
- Unify customer experiences across channels
Who Financial Services Cloud is for
- Insurers
About Salesforce
CRM platform with a Financial Services Cloud data model, plus AI agents (Agentforce), service, marketing and data cloud tools.
Salesforce in the vendor registry: its products, features and similar vendors.
Also by Salesforce
- Service Cloud: Customer service case management and contact centre
- Agentforce: AI agents for service, sales and adviser tasks
- Marketing Cloud: Cross-channel marketing and journeys
- Data Cloud: Real-time customer data platform
More in this category: CRM and customer experience software for financial services.
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