Product Demo:
Financial Services
Boost Advisor Efficiency and Client Trust in Wealth and Asset Management
Imagine giving back 700 hours a year to every advisor — time they can dedicate to what matters most: building stronger client relationships and managing wealth with confidence.
Financial institutions face mounting challenges, including regulatory pressure, manual processes, and increasing customer expectations. Salesforce Financial Services Cloud is purpose-built for the industry. It streamlines onboarding, automates compliance, and provides a comprehensive 360-degree client view — empowering advisors and teams across wealth management, asset management, and beyond.
Discover how to simplify compliance, boost efficiency, and deliver a seamless client journey. Watch the Salesforce Financial Services Cloud demo and explore its potential across multiple areas of financial services.
By watching this demo, you’ll discover insights on topics such as:
- Automating lead qualification and onboarding
- Streamlining KYC/AML compliance with configurable workflows
- Gaining a 360-degree view of client life stages and goals
- Using AI to generate summaries, recommendations, and presentations
- Increasing advisor efficiency and client satisfaction
To truly understand how Salesforce Financial Services Cloud empowers financial institutions, you need to see it in action. This demo shows how AI, automation, and a 360-degree client view create efficiency, compliance, and stronger relationships.
Jakub Weber
Head of Financial Services Business Line
See some of our work
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