Unified insurance experiences with Salesforce Financial Service Cloud

Build trusted relationships between advisors and families and businesses

Financial Service Cloud, powered by Lightning, is a platform for unified customer experiences for deeper relationships across property, banking, insurance and wealth management. Agents get a 360-degree view of the customer with insights over policies, their relationships, latest transactions and much more. Additionally, they can easily modify pre-configured charts like Sales Performance by Policy, Monthly Sales and Renewals and Closed Claims. Furthermore, sales reps can quickly update details about the customer like change of address or adding a beneficiary. Finally, having key events highlighted, like having a baby or buying a new home, will help to drive communicate and customer engagement.

With Financial Service Cloud you will be able to build trust by understanding your client and by identifying the client’s needs. You will be able to connect your entire institution across channels, geographies, and lines of business. With Einstein Analytics agents can grow their book of business to instantly determine actions. In other words, they will be able to prioritize customer needs and referrals.

To summarize, here are some of the features that comes with Financial Service Cloud:

  • Einstein Analytics
  • United customer view
  • Organization and Household Consolidation
  • Financial Goal Tracking
  • Life Event Tracking
  • Interaction Management
  • Wallet Share Calculations
  • Easy ability to Merge and Split Households
  • Assets Under Management

Customer Success Story – American Express

American Express uses Salesforce to turn data into insights for smarter decision for richer customer experiences. For instance, business travellers use American Express products for managing expenses and travel details from the road.

Service Cloud explained

Read more about the endless opportunities and possibilities with Salesforce Service Cloud for better support.

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