Step by Step Guide to getting started with Financial Services Cloud
If you are brand new to Financial Services Cloud as a Salesforce Partner, follow the steps below to get started on your journey.
FINANCIAL SERVICES CLOUD is:
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Purpose-built for Banking, Wealth Management, and Insurance
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Flexible low-code platform built for agility
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Built on the #1 AI CRM
BANKING SOLUTIONS
Automate every customer experience and unite teams across the bank with an intelligent, shared view of real-time customer data and insights.
INSURANCE SOLUTIONS for INSURANCE CARRIERS & BROKERAGES
Help agents sell with real-time data automation and AI-embedded insights. Offer accelerated onboarding and intelligent claims processing.
WEALTH & ASSET MANAGEMENT SOLUTIONS
Deepen fiduciary relationships, drive productivity with intelligent automation, and grow your book of business with one connected, compliant platform.
DIGITAL LENDING
Digital Lending supports the end-to-end lending lifecycle across all retail loan products and channels in a unified lending platform.
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