Aug 13, 2020 | Financial Services
In recent years, Salesforce has delivered vertical-specific products, like Financial Services Cloud in order to provide more client tailored solutions, more appropriate data models and a more enhanced advisor view. The Financial Services industry is an important...
Aug 1, 2018 | Salesforce Products
What can Salesforce Financial Service Cloud do? Salesforce Financial Services Cloud allows you to effectively manage financial accounts, household relationships and goals, all in one place. You are able to view all areas of your clients financial profiles, ensuring...