Oct 10, 2024
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Salesforce Product : Financial Services Cloud

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The world’s #1 CRM Salesforce has something great for financial services which is Financial Services CloudFinancial Services Cloud enables the feature to connect entire organization across the line of business, through same you have a 360-degree visibility into the client’s financial profiles which puts your customer at the centre of every interaction.

The three success platform for a customer that exist in Salesforce :

  • Data: Data services, API services, and customer data come under the category of data in Salesforce.
  • Intelligence: Insight obtains from all information existing in the data layer that helps to make faster and efficient decisions.
  • Apps: Applications of various varieties like Sales, Service, Marketing, Community, and Analytics clouds help your bankers and advisers to become more productive and grow your business to achieve higher heights.

Generally, customer’s data is stored in multiple places which makes advisers difficult to access information and work upon which is also a time-consuming activity. Through Financial Services Cloud, advisers can get instant access to all customer data at one place which makes them allow to focus only on building customer relationships and relax them for chasing data.

Yes, the question comes to mind about data security constraints that specific data can be accessible to their specific users only. This whole security can easily be handled the administrator.

In terms of relationships, this cloud lets admin looks at customer’s financial account at one place. And the list of financial accounts is investment accounts, credit accounts, deposit accounts, insurance policies etc. Through the help of these, the advisers can discover about how much an individual or household assets of the customer are under their management and how much is held away.

As per an intelligence purpose the Financial Services Cloud works together with Einstein Analytics for scoring leads, prioritize them and converts them smarter and faster. Through this cloud, Productivity cards can introduce on the homepage which highlights the most important tasks for advisers. Daily tasks, opportunities, and ranked leads come under this card.  Advisers are guided to focus only upon the most productive activities and can manage their day more efficiently.

The preconfigured analytics dashboards embedded directly into Financial Services Cloud through which advisers can instantly segment their book of business to make more informed client decisions all within a single and integrated application. Advisers can compare client revenue against their advising activities and identify the key actions to apply to high-potential clients. He finds dashboards that track critical business metrics to help keep everyone focused on the right priorities. Other than dashboards in-context collaboration feature is also there. Collaboration provides access to the right people at the right moment to make sure that the company is aligned.

This productivity tool simplifies the life of advisers and personal bankers to focus only on building deep relationships with customers, no worries about to gather and chasing the relevant data.

Thanks For Reading !!

Happy Salesforce !!

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Ananya Panday is not your average tech blogger. Sure, she's got the brains to understand the latest AI algorithms and the jargon to explain them in plain English. But she's also got a sparkle in her eye and a way of weaving technology into the fabric of everyday life that makes it nothing short of fascinating. Born and raised in Noida, India, Ananya has always been drawn to the magic of making things work. Whether it was tinkering with her dad's old Walkman as a child or coding her first website in high school, she's always found joy in the problem-solving power of technology. After graduating with a degree in computer science, Ananya took her tech savvy to the bustling world of startups. There, she saw firsthand the transformative power of technology, not just for businesses, but for people. She witnessed how apps could connect doctors to patients in remote villages, how educational platforms could empower underprivileged children, and how social media could give voice to the voiceless. This ignited a passion in Ananya to make technology more accessible, more human, and more fun. And so, she started blogging. At TheStarBizNews, Ananya's writing is a breath of fresh air in the often-dry world of tech journalism. She takes complex topics and breaks them down into bite-sized pieces, using humor, real-life examples, and even the occasional pop culture reference to make them relatable to everyone. But Ananya is more than just a tech explainer. She's a trendsetter. She's always on the lookout for the next big thing, the gadget that will change the way we live, the app that will solve a problem we didn't even know we had. And she's not afraid to experiment, to try new things, and to share her experiences with her readers. Whether she's reviewing the latest smartphone, exploring the potential of virtual reality, or delving into the ethical implications of artificial intelligence, Ananya does it with a contagious enthusiasm that makes you want to learn more, do more, and be a part of the exciting world of tech. So, if you're looking for a tech blog that's informative, inspiring, and just plain fun, follow Ananya Panday. She'll take you on a journey through the ever-evolving landscape of technology, and you might just find yourself a little bit more tech-savvy (and a lot more excited) along the way.