What is Financial Services Cloud?

Salesforce Financial Services Cloud is a lightning-powered integrated platform designed to deliver a concierge level of service with personalized, goal-based, proactive advisory.
It is the unanimous leader in a new era of wealth management, banking and insurance related software that can be tailored to a high-touch relationship model.

Salesforce Financial Services Cloud Serving
the Needs Across Different Roles

WEALTH ADVISORS

The cloud solution drastically reduces administrative work and enables advisors to deliver smarter, more personalised advice. It helps in managing complex investment portfolios while maintaining meaningful relationships with each and every client.

INSURANCE AGENTS

The best performing insurance agents connect with customers on a 1-to-1 basis, guiding and proactively engaging with policyholders during significant life events such as planning for retirement or purchasing a home, hence, earning the trust of the customers and locking in everlasting loyalty.

IT EXECUTIVES

The key goal of IT teams in the financial atmosphere is to heighten the protection of customer data and provide auditable interactions across multiple channels. You can create enterprise-secure apps to empower the financial advisors to engage with clients across any channel and drive productivity.

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Salesforce Financial Services Cloud Components

At Algoworks, we offer cloud-based solutions in Financial Services to enable our clients to seamlessly create and employ business data models. The Cloud comprises of the following components:

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Financial accounts
Assets & liabilities
Financial goals
Financial Holdings
Securities
Financial Transactions
Reports & Dashboards