Financial Services Cloud
CRM Software for Financial InstitutionsRealize your digital transformation with financial services cloud, a cloud-based CRM that strengthens your financial institution’s digital processes.
Financial Services Cloud is a cloud-based CRM software for financial institutions that became available in Korea alongside the launch of Hyperforce services. With the introduction of financial services cloud, financial institutions can realize the digital transformation of their services by strengthening digital processes across the front, middle, and back offices. ▶Key changes in ROI after adoption of Financial Services Cloud◀ 41% increase in client satisfaction, 36% faster data integration, 37% increase in advisor productivity, 40% faster decision-making (Source: Salesforce Financial Services Cloud Survey 2014-2016)
Key Features
- Standardize All Processes, From Customer Inquiry to Sales Conversion
- Manage customer contracts and transactions with standardized, automated processes for maximum transparency and convenience.
- Improve Disconnected Processes Stemming From The Lack of Integration Between Systems
- Enable seamless customer interactions by unifying disconnected business processes.
- Accelerate Your Sales Pipeline With AI-Based Customer Analytics and Legally-Compliant Sales Management Solutions
- Manage your entire transaction lifecycle with built-in compliance features Accelerate your time to market with customer and transaction analytics.
- Build Reports and Dashboards Powered by Consolidated Data
- Take advantage of a multi-faceted perspective on your operations, investors, and portfolio.
Financial Services Cloud
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