Industry Solution
Revolutionize your Financial Services sector with our Industry Solution, leveraging AI, data, and CRM integration for personalized experiences. Whether in banking, insurance, or wealth management, streamline operations, accelerate onboarding, and ensure compliance with intelligent automation. Unite teams, deepen customer relationships, and stay ahead in today’s competitive landscape with our innovative platform.
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Financial Services
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Non Profit
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IT Services & Support for Healthcare
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Call Center
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Grow your trusted relationships with personalised experiences powered by AI + Data + CRM.
Banking
Automate every customer experience and unite teams across the bank with an intelligent, shared view of real-time customer data and insights.
Insurance
Help agents sell with real-time data automation and AI-embedded insights. Offer accelerated onboarding and intelligent claims processing.
Wealth & Asset Management
Deepen fiduciary relationships, drive productivity with intelligent automation, and grow your book of business with a single connected and compliant platform.
Guided Loan Application
Accelerate approvals with AI insights, streamlining borrower experience and compliance for efficient loan processing.
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Maximize your impact with Salesforce for Nonprofits.
Increase in Total Online
Giving
Number of Crisis
Calls Handled Every Month
Decrease in Client
Intake
Explore key benefits of
Financial Services Cloud.
Increase business agility with automation
Improve efficiency and reduce risk by reusing business processes across channels and automating data collection, document generation, and workflows.
Integrate with core banking and insurance platforms
Connect financial, transaction, and CRM data using a range of prebuilt-to-custom accelerators that scale for high volume.
Reduce risk with built-in regulatory compliance
Innovate with confidence across the customer lifecyle with best practice solutions for Data Privacy and Know Your Customer