The New Features of Salesforce Financial Services Cloud to Consider For Your Business

Recently, Salesforce launched the financial services cloud meant to boost customer engagement in the insurance, banking, and wealth management sectors. It is intended to revolutionize client engagement and customer experiences with wealth managers and retail bankers. With time, new features have been added to Salesforce financial services cloud to deliver smart and personalized solutions in a client's journey. The following are some of the new features you should consider for your business.

Commercial Banking Application

This enables your employees to gain a unified view of your clients' financial and business reports. They can then pick the high net-worth prospects for your company and seamlessly add new customers. The commercial banking application in Salesforce financial services cloud can be combined with intelligent business referrals and treasury management. This will enable relationship managers to view a client's precise interest in a service or product and refer him/her to a specific department.

Surveys

This feature allows a Salesforce user to build a branded and customized survey for his/her clients. The survey is viewed on a client's profile. Once uploaded, the survey can be organized as dashboards and reports and viewed and shared internally on Salesforce financial services cloud as customer feedback.

Lightning Scheduler

This enables relationship managers and clients to quickly book appointments that are inserted in Salesforce workflows. A sales rep can, for example, use the lightning scheduler to book a meeting with a prospective customer on behalf of a relationship manager or other co-worker. This eases a collaborative work process and enables clients to get their issues sorted quickly.

There is high competition in the financial sector. Getting Salesforce financial services cloud will no doubt place your company way ahead of your competitors. With the above and other features, you are sure that your investment in the same will pay off within a short time.