Salesforce Financial Services Cloud
The #1 CRM, reimagined for financial services.
Overview
Salesforce Financial Services Cloud is an integrated platform designed to build customer relationships in banking, wealth management, and insurance. For insurance, it can be configured to manage the claims process, providing a 360-degree view of the policyholder, automating workflows, and facilitating communication between agents, adjusters, and customers, all on a flexible and scalable platform.
✨ Key Features
- 360-degree view of the policyholder
- Configurable workflows and automation (Flow)
- Omni-channel communication tools
- Agent and customer portals (Experience Cloud)
- Pre-built insurance data model
- Analytics and AI (Tableau, Einstein)
🎯 Key Differentiators
- Leading CRM platform with a strong focus on financial services
- Extensive ecosystem of apps and integrations
Unique Value: Enables financial institutions to unify the customer experience, increase productivity, and drive growth through a single, integrated CRM platform.
🎯 Use Cases (4)
✅ Best For
- Creating a unified, customer-centric claims experience by integrating front-office and back-office processes.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Organizations needing a standalone, out-of-the-box claims adjudication and payment engine without any customization.
🏆 Alternatives
Offers a more comprehensive and customizable CRM solution for financial services compared to generic CRM platforms.
💻 Platforms
✅ Offline Mode Available
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Premier tier)
🔒 Compliance & Security
💰 Pricing
✓ 30-day free trial
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