Transform your financial customer engagement with salesforce financial services cloud

FACT SHEET Apexon & Salesforce

Salesforce Financial Services Cloud

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Salesforce for Finance

Financial services firms aren’t competing just with each other on customer experience, they’re competing with the standards set by Amazon, Google and others. A seamless, personalized experience is necessary to win people’s business.

As a Salesforce implementation partner, Apexon can help you go from transactional to trusted with Financial Services Cloud (FSC).

Leveraging the power of FSC, Apexon provides banking, wealth management and insurance clients with

  • A 360-degree view of their customers and enable consistent
  • Concierge-level service with the personalized, proactive approach clients expect
  • Holistic, goal-based advice that puts their clients at the center of everything they do
Target Audience

Apexon has an approach to address the needs of customers new to Salesforce and existing Salesforce customers looking to migrate to FSC.

Looking to solve common business challenges

Identify customer product white space

Identify customer product white space

View customers in 360-degrees

View customers in 360-degrees across the household

Proactively manage referrals

Proactively manage referrals

Deliver superior customer experience

Deliver superior customer experience

Manage and achieve customer life goals

Manage and achieve customer life goals

Detect money laundering

Detect money laundering through engagement touch points

Automate fraud detection using AI

Automate fraud detection using AI

Simplify business processes

Simplify business processes

Migrating from Sales / Service Cloud to FSC

Tap into core Financial Services Cloud

Tap into core Financial Services Cloud features to replace custom built functionality

Extend Salesforce to support business functions

Extend Salesforce to support business functions now supported by FSC

Expand the use of Salesforce to other lines of business

Expand the use of Salesforce to other lines of business

Deliverables
Reduced Complexity & Risk

Reduced Complexity & Risk

Waiting to migrate to FSC increases migration costs and keeps businesses from realizing the benefits and maintenance cost savings of FSC

Greater Innovation

Greater Innovation

Salesforce invests in multi-dimensional innovation to support the many needs of Financial Services businesses

Decreased Time to Value

Decreased Time to Value

Solve common business challenges and deliver value quickly with less risk

FAQ’s – Salesforce Financial Cloud

The Salesforce Financial Services Cloud is a specialized CRM (Customer Relationship Management) platform tailored specifically for financial institutions. It provides a comprehensive suite of tools and features designed to streamline client management, enhance collaboration among teams, and drive growth within the financial sector.

Salesforce Financial Services Cloud offers a range of powerful features customized to meet the unique needs of financial firms. These include robust client profile management, enabling advisors to gain a holistic view of their clients’ financial situations. It also includes tools for goal-based financial planning, compliance monitoring, integration with financial data sources, and enhanced communication capabilities. Additionally, the platform leverages AI-driven insights to deliver personalized recommendations and improve client engagement.

The Salesforce Financial Services Cloud data model is structured to accommodate the complex relationships and data requirements inherent in the financial services industry. It encompasses entities such as accounts, households, financial goals, assets, liabilities, and transactions. By organizing data in this manner, the platform enables financial advisors to efficiently manage client information, track financial progress, and deliver tailored services. Moreover, the data model is highly customizable, allowing firms to adapt it to their specific business processes and compliance requirements.