What is Financial Services Cloud?
The Financial Services Cloud is a comprehensive platform that empowers financial services teams to deliver personalized and data-driven advice to clients across multiple channels and devices. By unifying various financial services functions on a single platform, the solution streamlines digital lending processes, providing borrowers, lenders, real estate agents, and brokers with enhanced transparency and self-service capabilities throughout the lending experience. The platform's seamless integration and scalable efficiencies enable financial institutions to accelerate growth and build lasting trust with their clients through a tailored and efficient financial services experience
Highlights
- Actionable client insights to inform personalized advice delivery across any channel or device
- Unified platform for various financial services functions, including digital lending
- Enhanced transparency and self-service options for borrowers, lenders, real estate agents, and brokers throughout the lending experience
- Streamlined loan experience from start to finish, with accelerated growth through scaled efficiencies
Platforms
- Mobile iPhone
- Cloud, SaaS, Web-based
- Web-based
- On-Premise Windows
- Desktop Windows
- Mobile iPad
- On-Premise Linux
- Desktop Linux
- Desktop Chromebook
- Desktop Mac
- Mobile Android
Features
Email/Help Desk
Phone Support
Chat
In Person
FAQs/Forum
Live Online
24/7 (Live rep)
Knowledge Base
Webinars
Videos
Documentation

