Salesforce Rolls Out Financial Services Cloud

CRM giant Salesforce just rolled out a new cloud. The Salesforce Financial Services Cloud aims to EUtransformEU the client-advisor relationship for the digital age. EUTransformEU is a big word. Can Salesforce live up to this word with its first industry-specific product?

That remains to be seen but a few things are certain: it will empower advisors to build deep one-to-one client relationships, drive productivity and engage with clients on any device, according to Salesforce. The new cloud leverages Salesforce Lightning Experience, a just-released user experience that aims to improve the core sales features people use daily.

EUTodayEUs investors want a much different relationship with their advisors than their parents had,EU said Simon Mulcahy, senior vice president and general manager of financial services at Salesforce, in a statement. EUThey want someone who understands them and engages them on their terms. Salesforce Financial Services Cloud sets advisors free from administrative tasks and gives them the modern tools they need to supercharge their relationships.EU

It IsnEUt Just About the Money

HereEUs SalesforceEUs pitch: Over $2 trillion in wealth is expected to transfer between generations in the next five years. Financial advisors are charged with meeting the needs of clients who will inherit this wealth. These clients are more social, mobile, connected and want more collaboration.

According to a Salesforce survey, 55 percent of investors want the opportunity to collaborate with their advisors, yet very few are able to do so today. SalesforceEUs conclusion: To succeed, financial advisors have to find ways to free up time from administrative tasks and build deeper relationships with clients and their families.

EUA clientEUs financial well-being isnEUt just about money. ItEUs about a personEUs entire life,EU said Mike Capelle, chief strategy officer at United Capital, in a statement. EUWith Salesforce Financial Services Cloud, advisors now have the technology to build deeper, one-to-one...

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