Salesforce Financial Services Cloud delivers intuitive engagement actions, easy collaboration tools and complete client information in a connected platform, allowing advisors to get more time in their day to focus on building client relationships. With Salesforce Financial Services Cloud, advisors can connect with clients like never before.
In today’s digital economy, banks and wealth management firms have access to large amounts of data about their clients. Unfortunately, it’s hard to draw meaningful insights from it all. Without insights, there are missed opportunities to provide personalized service that engages, increases loyalty and drives growth. As business models become increasingly customer-centric, behavioral insights integrated with cognitive computing are vital for delivering on this new business reality. Read our latest eBook to find out more about the science of client insight.