The Financial Services Cloud from Salesforce is the first CRM that Salesforce has created for a specific industry. The core platform is all Salesforce, and includes the tools and features that make it the worlds #1.
Salesforce has added features that are unique to this industry so that agents and consultants can perform better. We’ve published a summary of the features and benefits, and you can view that from here. In the meantime, this video gives a great overview of the Financial Services Cloud, just click on the image to view.
Please complete the form below and click on ‘Book Demo‘. One of your consultants will follow up to book a demonstration at your convenience
[pardot-form id=”7660″ title=”Financial Services Blog Post (YT Video)”]