Question 1

What is Salesforce Financial Services Cloud?

Accepted Answer

The Financial Services Cloud from Salesforce is used to create customized experiences for users and customers, and get information at the right to improve productivity and satisfaction. The vendor states that wealth management advisors can use the CRM’s ability to better understand and address client needs, building fruitful client relationships. Retail, mortgage, and commercial bankers can get a complete customer view when and where they need it. In insurance, users of the financial services CRM can craft personalized communication across all channels and devices for more meaningful customer interactions.

Question 2

How much does Salesforce Financial Services Cloud cost?

Accepted Answer

Salesforce Financial Services Cloud starts at $300.

Question 3

Who uses Salesforce Financial Services Cloud?

Accepted Answer

The most common users of Salesforce Financial Services Cloud are from Small Businesses (1-50 employees).