Salesforce has revealed its Financial Services Cloud, a service aimed at improving how financial advisers interact with their client and customers.
Developed in partnership with financial and wealth management firms, AIG Advisor Group, Northern Trust and United Capital, the Financial Service Cloud is Salesforce’s first industry-specific service.
Built on the Salesforce1 cloud-based customer relationship management service, the Financial Services Cloud makes use of the newly announced Lightning Experience, which is being touted as a means to improve the speed and efficiency of users of Salesforce1.
Financial advisers can use the new cloud service to access their clients’ information in one place and work on managing the transfer of wealth between people, such as family members, from a position which gives a complete view of all the parties involved in the movement of wealth.
Built to be used on mobile devices as well as desktops via the Financial Services Cloud app, financial advisers can interact and offer advice to their clients on the fly, rather than need to schedule face-to-face meetings.
Simon Mulcahy, senior vice president and general manager of Financial Services at Salesforce, said the service helps financial advisers meet the expectations around interactions and relationships that investors wish to have in a world that is more connected.
“They want someone who understands them and engages them on their terms. Salesforce Financial Services Cloud sets advisers free from administrative tasks and gives them the modern tools they need to supercharge their relationships,” he said.
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