financial growth with Salesforce Financial Services Cloud

Salesforce Financial Services Cloud is a specialised CRM (Customer Relationship Management) platform developed by Salesforce for Financial Services institutions such as banks, insurers, and wealth management companies. 

It is designed to help Financial Services professionals build stronger client relationships, streamline their operations, and grow their businesses. 

The platform offers a range of features tailored specifically to the needs of Financial Services firms, including client onboarding, portfolio management, financial planning, and more. It also includes industry-specific integrations with third-party systems, such as risk and compliance tools, accounting software, and data providers. 

With Salesforce Financial Services Cloud, Financial Services professionals can gain a 360-degree view of their clients, access real-time insights and analytics, and automate many routine tasks, freeing up more time to focus on delivering personalised service and advice to their clients. 

As a Salesforce Implementation Partner, Gravitai can attest to the numerous key features of Salesforce Financial Services Cloud, which include: 

Client management: The platform provides a comprehensive view of client information, including financial accounts, insurance policies, and other pertinent data, all in one place. 

Advisor workspaces: The solution empowers advisors to manage their clients' financial accounts and provide personalised advice and support, thanks to tools like task management, alerts, and collaborative tools. 

Financial goal tracking: Advisors can help their clients set financial goals and track their progress towards them using tools like financial planning and investment modelling. 

Compliance and security: With Financial Services Cloud, businesses can rest assured that they are meeting all relevant regulatory requirements and maintaining robust security measures to protect client data. 

Integration with other Salesforce products: Financial Services Cloud is built on the Salesforce platform, making it easy to integrate with other Salesforce products such as Sales Cloud, Service Cloud, and Marketing Cloud. 

These are just a few of the key features that make Salesforce Financial Services Cloud a popular choice for financial services businesses looking to improve their operations and enhance the client experience. As a Salesforce partner, Gravitai helps businesses leverage these features to achieve their goals and get the most out of their investment in the platform.

Contact us today to discover how Gravitai can help your business for Salesforce Financial Services Cloud.

Salesforce Financial Services Cloud provides several features and tools to help with compliance and regulatory requirements. 

First, the platform provides a centralised view of customer data, including their financial information, investment preferences, and risk tolerance. This allows financial advisors and institutions to have a complete understanding of their clients' needs and ensure they are providing suitable advice and products. 

Second, the platform includes built-in compliance and risk management tools, such as automated compliance workflows, risk scoring, and alerts for potential compliance violations. This helps financial institutions proactively identify and address compliance issues before they become major problems.

Third, Salesforce Financial Services Cloud integrates with various industry-standard compliance and regulatory systems, such as FINRA, SEC, and KYC (Know Your Customer). This helps financial institutions stay up to date with regulatory changes and requirements, as well as streamline compliance processes. 

Overall, Salesforce Financial Services Cloud's compliance and regulatory features help financial institutions mitigate risk, increase transparency, and ensure they are meeting industry standards and regulations.

Yes, Salesforce Financial Services Cloud can integrate with other financial systems. It offers various integration options such as pre-built integrations with leading financial applications, open APIs, and connectors.  

These integration options allow businesses to streamline their financial operations and provide a comprehensive view of their clients' financial data. With Financial Services Cloud, businesses can also integrate with external data sources to leverage additional insights and data analytics.  

The platform's robust integration capabilities make it a popular choice for financial services firms looking to enhance their digital capabilities and improve operational efficiency. 

As a Salesforce implementation partner, Gravitai is well-positioned to provide businesses with cost-effective solutions for Salesforce Financial Services Cloud. The cost of the licenses for Salesforce Financial Services Cloud can vary based on a number of factors, including the size of your organisation and the specific features and functionality that you require. 

However, the cost of licenses is just one aspect to consider when implementing Salesforce Financial Services Cloud. Gravitai can help businesses to fully understand the costs involved in implementing and customising the solution to meet their unique needs. This includes costs associated with data migration, custom development, and ongoing maintenance and support. 

By working with Gravitai, businesses can benefit from our expertise in Salesforce Financial Services Cloud, which can help to minimise costs and ensure a successful implementation that delivers the desired results. We can also provide ongoing support and maintenance to help businesses get the most value out of their investment in Salesforce Financial Services Cloud. 

Get in touch with us today to learn how we can help with your Salesforce Financial Services Cloud implementation.