Salesforce Financial Services Cloud – A Platform to Empower Financial Advisors

Different industries are leveraging the brilliance of technology. Among many, the finance industry is the one that is garnering the potential of Salesforce CRM at its max.

The demand for Financial CRM software has surged high in the past few years thanks to its brilliant capabilities, such as effortless lead generation, seamless client data management, effective task management, insightful reporting & analytics, and flawless integration, to name a few.

One such CRM is the Salesforce Financial Services Cloud which has been helping financial advisors and companies serve their clients by offering dedicated solutions specific to their customer’s requirements.

In this blog post we will understand what Salesforce Financial Services Cloud is, its features, and the way it is empowering Financial Advisors.

salesforce financial service cloud

What is Salesforce Financial Services Cloud?

Evident from its name, it is a CRM for financial services that holds huge importance for all those who are running financial services companies. It is developed and designed with an aim to enable financial advisors and firms to help their customers effectively and deliver them stellar customer experience with valuable insights.

Salesforce Financial Services Cloud helps fintech companies in myriad ways. For insurance companies, it helps customers with dynamic insurance policies & keeps customers up-to-date. Wealth management companies supercharge their financial advisors by leveraging the Salesforce CRM for financial services. Banks can get in-depth insights to improve customer/prospect engagement rates. 


Financial Services Cloud for Different Areas of the Finance Industry

Salesforce Financial CRM for Banking

  • Banks can understand their customers and their needs.
  • Better visualization of customer relationships with financial information.
  • Improve customer engagement.
  • Seamless tracking of customers’ financial information and offer discounts & offers as per the need.

Salesforce CRM for Lending Business

  • Helps lending companies understand customers’ behaviour
  • Companies can make accurate forecasts for customer behaviour & make well-informed decisions.
  • Finance CRM software helps lending companies 360-degree customer view.

Salesforce Finance CRM for Insurance Business

  • All details of policyholders will be in one place.
  • Insurance companies can experience a holistic view of each customer’s information.
  • It will be easy for insurance companies to get data such as the details of claims, family’s claims, details of policy taken, and many more.

Salesforce Financial Services Cloud for Wealth Management

  • It empowers financial advisors and enables them to give the right advice to their clients.
  • Financial advisors can effectively help clients to achieve their financial goals.
  • Agents can insightfully check all information about customers, their goals, previous interaction history, engagement rates, and much more.
  • Wealth management companies can offer personalized engagement experience to customers.

Key Features of Salesforce CRM for Financial Advisors

Salesforce CRM is a robust and scalable solution that enables financial advisors to improve their client management, streamline operations, and grow their business.

Financial advisors can use Salesforce CRM to manage client interactions, track client information and financial data, automate routine tasks, and collaborate with team members.

Here are some of the key features of Salesforce CRM that can benefit financial advisors – 

Client Management:

Salesforce financial cloud CRM offers financial advisors an easy way to manage client interactions, including emails, phone calls, meetings, and other communications. The platform allows advisors to track all client interactions in one place, ensuring that no important communication is missed.

Account Management:

Financial advisors can use Salesforce CRM to manage client accounts, including balances, transactions, holdings, and other account details. Advisors can easily track and monitor account activity, and quickly identify opportunities for growth.

Lead Management:

It is one of the most important features of Salesforce Financial Service Cloud that enables financial advisors to manage leads and prospects, and track the progress of each lead through the sales pipeline. The platform provides advisors with valuable insights into lead behavior and preferences, enabling them to tailor their approach to each lead.

Task Management: 

Salesforce CRM provides financial advisors with a powerful task management system, allowing them to create, assign, and track tasks for themselves and their team members. This helps advisors stay organized, prioritize tasks, and ensure that nothing falls through the cracks.

Reporting and Analytics:

Insightful reporting is an important feature that gives SF financial services cloud an edge over its competitors. The platform offers robust reporting and analytics capabilities, enabling financial advisors to track key performance indicators and gain valuable insights into their business. Advisors can use this information to identify areas for improvement and make data-driven decisions.


Salesforce CRM is highly customizable, allowing financial advisors to tailor the platform to their specific needs. Advisors can customize fields, page layouts, and workflows, ensuring that the platform fits seamlessly into their existing processes.


The strong integration capability is the USP of SF financial cloud services. Salesforce CRM integrates with a wide range of third-party applications, including financial planning tools, investment management software, and marketing automation platforms. This enables financial advisors to create a complete ecosystem of tools and systems that work together seamlessly.

Mobile Access:

Salesforce CRM offers mobile access, allowing financial advisors to access client information and manage their business on-the-go. Advisors can access the platform from their smartphone or tablet, ensuring that they are always connected to their business.


Salesforce CRM offers robust security features, ensuring that client data is protected at all times. The platform provides multi-factor authentication, encryption, and other security features to protect against unauthorized access.


Salesforce CRM enables financial advisors to collaborate with team members, including other advisors, support staff, and other stakeholders. The platform provides tools for sharing information, assigning tasks, and communicating with team members, helping to ensure that everyone is working together towards a common goal.



Financial CRM software is the need of the hour. Businesses in the financial industry should go for Salesforce consulting services to harness the power of cloud computing. The out-of-the-box capabilities of Salesforce Financial Services Cloud enable financial advisors to build strong customer relationships by offering customers more insightful, personalized, and dynamic services.

The expert certified Salesforce professionals can excellently extract the best out of the CRM for financial services. A Finance CRM developer at FEXLE could your best choice to take your business growth to the next level.

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