Company Founded: 1999, San Francisco, CA

Product Name:

Salesforce Financial Services Cloud

Launch Date:

March 8, 2016

Questions for Company:

What Does it do?
We designed Financial Services Cloud in collaboration with leading wealth management and financial services partners, taking the feedback from advisors and their clients to heart. The result is a high-touch relationship management platform that makes it easy to capture a 360-degree view of each and every client. Advisors can now personalize client relationships at scale, and deliver intelligent advice that aligns with the needs of each individual. Because Financial Services Cloud is built on the Salesforce platform, firms of any size can customize client and household views, leverage powerful analytics tools, and map complex client relationships fast — helping keep generations of clients within an advisor's book of business.

How will your product or service advance the wealth management experience or industry?

Our focus on fast, continuous wealth management innovation is key. We have a dedicated Financial Services Cloud product team that is driving innovation with three releases a year. This empowers our customers to accelerate their business growth and maintain their competitive edge by taking advantage of new product features and enhancements built right into the Salesforce platform.

For instance, our recent launch of Financial Services Cloud Einstein is bringing the power of artificial intelligence to firms across the financial services industry. By leveraging the power of AI, Financial Services Cloud Einstein automatically discovers relevant client insights, predicts future outcomes, proactively recommends best next steps, and even automates advisor tasks. With Salesforce Einstein, it's now easier than ever for advisors to get smarter about their client relationships with a data scientist built right into the Salesforce platform.

What makes it better than all its competitors?

Unlike our peers, Salesforce is really at the forefront of reinventing Financial Services from transactional, impersonal and reactive client conversations to personalized, precise and smart engagements delivered throughout a client's financial life journey. The Financial Services Cloud data model comes with out-of-the-box industry standard objects built directly on the Salesforce platform that model financial accounts, assets, liabilities, and financial life goals for individual clients and entire households — saving firms time and money on customizations. The flexibility of the Salesforce platform also allows firms to surface relevant client data from leading financial services technology partners extending across financial planning tools, data aggregation services, compliance solutions and more.

Five word mantra or summary?
The world’s #1 CRM, reimagined for Financial Services.



John Almeida
John Almeida
Director, Financial Services Industry Solutions


Marc Benioff

Key Customers:

Trilogy Financial
Perigon Wealth Management
Veterans First Mortgage
Wealth Enhancement Group

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July 11-12, 2017, New York City


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