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    Salesforce Financial Services Cloud

    Deliver Personalized Financial Advice. Help Customers Meet their Goals

    Trusted By

    Gigamon
    DCG ONE
    DCG ONE
    Electronics India
    Softgen

    Generate New Growth Opportunities for Your Industry

    Wealth Management

    Connect with clients in a whole new way. Collaborate with them from any device and maintain stronger relationships. Leverage proactive tracking and event alerts for prompt client communication.

    Wealth Management

    Insurance

    Enhance the customer journey from quote to claim administration and produce a 360-degree view of policyholders. Offer customer-centric solutions and streamline the quote-to-claims journey.

    Insurance

    Real Estate

    From managing the fundraising and property acquisition process to capturing key metrics and financials for all units, Salesforce Financial Services Cloud lets you streamline the property management process.

    Real Estate

    Private Equity

    Salesforce Financial Cloud allows dealmakers and investors to streamline financial planning and implement new ideas efficiently. It empowers dealmakers with real-time access to their investments on any device.

    Private Equity

    Wealth Management

    Connect with clients in a whole new way. Collaborate with them from any device and maintain stronger relationships. Leverage proactive tracking and event alerts for prompt client communication.

    Insurance

    Enhance the customer journey from quote to claim administration and produce a 360-degree view of policyholders. Offer customer-centric solutions and streamline the quote-to-claims journey.

    Real Estate

    From managing the fundraising and property acquisition process to capturing key metrics and financials for all units, Salesforce Financial Services Cloud lets you streamline the property management process.

    Private Equity

    Salesforce Financial Cloud allows dealmakers and investors to streamline financial planning and implement new ideas efficiently. It empowers dealmakers with real-time access to their investments on any device.

    We Help You Thrive With Salesforce Financial Services Cloud

    The Grazitti Advantage

    What Makes Us Your Ideal Salesforce Partner

    360-Degree Salesforce Services

    360-Degree Salesforce Services

    Providing end-to-end Salesforce services, including consultancy, development, implementation, integration, and support.
    Industry Expertise

    Industry Expertise

    Extensive Salesforce expertise across industries including insurance, fintech, retail, and more.
    Extensive Service Portfolio

    Extensive Service Portfolio

    Our consulting and product customization service portfolio includes working on Salesforce’s industry-specific cloud products.

    Our Partnerships

    Our Customers Love Us

    Want to Know More?

    Here Are Some Frequently Asked Questions

    What is Salesforce Financial Services Cloud?
    Salesforce Financial Services Cloud is a customer relationship management (CRM) solution developed exclusively for financial services. This Salesforce product is widely employed in a variety of financial industries, including but not limited to banking, mortgage, wealth management, and insurance. Financial Services Cloud leverages Salesforce CRM to help financial service providers manage customer relationships more effectively and grow faster. It enables a comprehensive understanding of customers and provides valuable insights at every stage of their lifecycle.
    Who can use Salesforce Financial Services Cloud?
    Banks, lending organizations, insurance companies, capital markets, wealth management firms, and other organizations with high-touch relationships can use the Financial Services Cloud.
    I am an insurance agent, how can implementing the Salesforce Financial Services Cloud help me?
    Insurance agents and companies under this vertical exclusively use Salesforce Financial Services Cloud Insurance. You can personalize communication with your customers across devices, streamline service requests received through email, websites, social media channels, and call centers, and discover new opportunities from a single platform by using a suite of tools.
    What is the cost of implementing Salesforce Financial Services Cloud?
    Your business requirements will determine the cost. Contact our Salesforce consultants if you would like to know more about it. Get a quick response from our experts by sending an email to [email protected].

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