Salesforce Financial Services Cloud

How Does Salesforce Help Finance Industry Services?

Stanton Cagle2022-01-06T21:44:15+00:00

How Does Salesforce Help Finance Industry Services? As Salesforce moves into more industry-specific offerings, financial firms discovered increasing benefits for moving their tech stack into the Salesforce ecosystem. So, how does Salesforce help financial industry services specifically? When the COVID-19 pandemic hit, financial services needed new ways to automate processes and move into the digital world much quicker. Not only did financial institutions need to prepare for a remote workforce, but many needed to provide remote financial services. For example,

How to Use Salesforce for Wealth Management

2021-11-23T18:18:16+00:00

How to Use Salesforce for Wealth Management According to Deloitte Financial Services, analytics and big data are set to transform the wealth management industry. Savvy firms will leverage internal and external data to create comprehensive prospect profiles and improve customer acquisition. Advisors will be able to track key drivers and business results more efficiently and more accurately to provide better investment recommendations for their clients. New technology-driven tools will let clients rebalance their portfolios in real-time and make smarter investment