What is

Financial Services Cloud?

Salesforce Financial Services Cloud is a lightning-powered integrated platform designed to deliver a concierge level of salesforce development services 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. It empowers the financial advisors and consultants to build 1-to-1 relationships with clients for key investment decisions based on goals and life events.

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Salesforce Financial Services Cloud

Serving the Needs Across Different Roles


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.


The Financial Services Cloud seamlessly connects all communication channels and creates effortless experiences that increase customer satisfaction along with their wallet share. Get the best Salesforce Consulting Firm!


The best performing insurance agents connect with customers on a 1-to-1 basis, guiding and proactively engaging with policy holders during significant life events, hence, earning the trust of the customers and locking in everlasting loyalty.


Service operations can make or break customer retention, and that’s exactly where the Financial Services Cloud hits by ensuring easy access to information and addressing customer requests, across any channel and on any device.


With Financial Services Cloud, you get optics into core analytics and the ability to quantify business objectives which helps sales, service, and marketing leaders take action at the point of insight and drive their growth strategies.


IT teams 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.

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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:

Financial accounts

Assets & liabilities

Financial goals

Financial Holdings


Financial Transactions

Reports & Dashboards