Grow with Salesforce Financial Services Cloud

ME PL Solution Salesforce Financial Services Cloud

In today’s post, we will focus on the Salesforce CRM solution dedicated to the financial sector – Financial Services Cloud.


What is Financial Services Cloud?

Salesforce Financial Services Cloud is a solution dedicated to the financial sector. The tool helps advisers to provide the services that clients expect. Thanks to an extended set of tools dedicated to the financial sector, advisors can spend less time collecting and entering data about clients and more time on what really is their job – providing advice that puts the client at the center. Financial Services Cloud primarily helps in building strong, lasting relationships thanks to personalizing the relationship with the client.

Who is the Financial Services Cloud extension for?

If you are an insurance agent, you manage assets/investments or you are a bank – Financial Services Cloud is for you. Thanks to the extension, you will personalize communication with your customers, giving them exactly what they expect from you. The quality of communication with the client in the world of similar products or services gives an advantage in the market.

How is Financial Services Cloud different from other tools for the financial sector?

Salesforce, creating the Financial Services Cloud, worked in cooperation with market-leading companies. As a result, Salesforce has created exactly the product that companies in the industry expect. Putting the customer in the foreground allows you to adjust services in accordance with his expectations. Personalization of communication influences the reception of services, thanks to which stronger and more lasting relationships are built.

Business is about relationships

With Financial Services Cloud, you will be more active in using your customer database. You will turn your database into a more active network of recommendations. With the extension you will not only consolidate the already existing relationship, it will also attract new customers. The networking tools that are included in the package help you achieve that.

With Financial Services Cloud, client satisfaction increases 41%

Source: “Salesforce Financial Services Cloud Survey,” 2014 – 2016, Salesforce.

Data security

Salesforce puts a huge emphasis on data security. When it comes to finances, security becomes even more important. The extension is part of the Salesforce suite of services. Wou can be sure that sensitive data is stored in a secure cloud. Only authorized persons from your company have access. In order to be extra sure that your customers’ data is safe, the largest CRM service Provider in the World adds Salesforce Shield as part of the extension. Additional security features include the possibility of monitoring events, additional encryption, and access settings for your clients’ account data.

Moreover, Salesforce regularly updates its products. Three updates per year ensure that you have a system that grows with the needs of the market. Updates do not require any installation, everything is done in the cloud. You won’t even notice when your system is updated with new products that you need or will need in the near future.

No specialist knowledge is required to use Financial Services Cloud. Salesforce also took care to educate its clients through free educational materials.

If you don’t have enough time, certified Salesforce partners specializing in Financial Services Cloud will help you. Salesforce Partners are certified experts who will be happy to make sure that the extension is tailored to the unique needs of your company.


As an official Salesforce partner, we design, implement, advise and train employees in the use of dedicated CRM systems based on the latest Salesforce technology.

Grow with Salesforce!

ME PL Solution Team

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