Financial Services Cloud: The Platform for High-Touch Relationship Management (Generally Available)

Today’s digitally connected investors expect personalized outreach, proactive insights, and goals-based advice from their financial advisors. Salesforce Financial Services Cloud delivers the technology to accelerate your advisors’ productivity, helping them engage with clients like never before and build deeper, lasting, more profitable relationships.

We've done the hard part. Your advisors get the tools that let them focus on high-value client activities instead of routine, administrative tasks. As an admin, you get the trusted power, security, and scalability of the Salesforce platform—tailored for advisory firms to streamline implementation. Install the Financial Services Cloud managed package and the unmanaged extension package. Connect data from your portfolio management, financial planning, and other systems of record. And then configure the app to suit how your advisors like to work.