Salesforce Financial Services Cloud Features for banking, insurance & IFA

Financial Services Cloud Feature Summary

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This version of the CRM still contains the features and tools that has made Salesforce the worlds #1 CRM platform. In addition to the core CRM, Salesforce have build a series of extra tools and general capability. This makes the Financial Services Cloud more rewarding for people that are in the financial services world.

Salesforce Financial Services Cloud Tenacre Dubai UAE


The Financial Services Cloud features are as follows


Salesforce Shield

‘Salesforce shield’, working with the standard security features of Salesforce provides compliance with local and global regulatory requirements. Your data will remain safe and secure on the Financial Services Cloud.

  • Track changes to each data field
  • Encrypt all data in the CRM
  • Log & record each user interaction


Financial Services Cloud

Customer Data View
  • Individual & family profiles (Names, contact details, incomes, debts etc.)
  • Monitory targets (Savings plans, investment outcomes etc.)
  • Family Events of significance (Schools, college, retirement etc.)
  • Extended family relationship tracking (Who’s related to who)


Agent or Consultant Engagement
  • Client engagement game plans (Your sales process, in CRM)
  • Agents Book of Business (Your client list with activity plans)
  • Management Dashboards (Real time performance graphics for users and management)
  • Management Reports (Real time reports for users and management)
  • Marketing Lists (Segmented lists for individuals and households)
  • Event planning & measurement (Track meetings, calls, emails and notes)
  • Lead Tracking (Track lead source through to client conversion, measure marketing RoI)
  • Team Selling (Link multiple specialists to an account or sales opportunity)
  • Track individual & Household Wealth (Track the value of client and household wealth)


Client Financial Summary
  • Client financial summary (Understand the specific investments and values per client)
  • Client market – share (Understand your percentage of your clients business)


Would you like to see a demonstration of the Financial Services Cloud?

Click on ‘Book Demo’ below. A consultant from Tenacre will follow up with you to arrange a convenient time to demonstrate the Financial Services Cloud features

Book a Demo

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