For financial service providers and insurance companies

Salesforce Financial Services Cloud

Discover the Salesforce Cloud for the finance and insurance sector: the tailor-made solution for revolutionary customer service and efficient business processes.

Overview of the functions of the cloud

The Salesforce Financial Services Cloud is a specialized CRM solution for the financial and insurance sector that aims to strengthen and efficiently manage customer relationships. With a data model developed specifically for this sector, it helps consulting firms, banks and insurance companies to manage both potential and existing customers more effectively.

The CRM platform offers predefined fields and processes that make it possible to precisely model individual customer accounts, assets, liabilities and goals as well as those of entire households. In addition, it extends the core functions of Sales and Service Cloud with industry-specific features to ensure personalized advice based on the highest security standards.

Die Zukunft personalisierter Finanzdienstleistungen

Die Financial Services Cloud by Salesfive für Bankwesen und Co.

Personalized customer advice

Help customer service understand your customers and their financial needs by enabling your front office to recognize these needs directly.

Automated process intelligence

The use of partially automated processes and AI makes onboarding more efficient and thus reduces internal costs.

Networked financial data platforms

Banking and insurance platforms are seamlessly integrated. Financial, insurance, transaction and CRM data are thus connected on one platform.

Customer loyalty through insights

By collecting and analyzing customer data, you can send your customers targeted information and offers based on this data

Strategic financial analysis

Gain deep insights into customer behavior. Banks can analyze data on credit behavior, payment history and income data.

Integrated security

Implement innovative ideas securely. The cloud offers robust security features to protect sensitive customer and transaction data.

Do you want to convince your customers in the long term?

We'll be happy to advise you on all your options with the right cloud.

Our service offer

This is what we can offer you!

Are you looking for further solutions? We want to find these ways together with you! Together we rethink your business processes and implement the right cloud for maximum success results!

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