Financial Services Cloud

Unify financial services on a single platform to provide clients with personalized advice and streamline digital lending for increased transparency and self-service.

Made by Salesforce

  • Email/Help Desk

  • 24/7 (Live rep)

  • Phone Support

  • Chat

  • Knowledge Base

  • FAQs/Forum

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