Customer service is currently the best way to differentiate yourself from competitors. To attract customers, financial institutes need to understand the whole person rather than a single aspect. Salesforce Financial Services Cloud is a powerful way to capture the 360 degree view of clients.

Financial Services Cloud

Built on world’s #1 CRM solution, Financial Services Cloud comes out of the box with all the core Sales Cloud features plus new custom fields and objects modelling financial accounts, assets, liabilities, and goals for both individual clients and entire households.

Financial Force Accounting combines the power of Salesforce Cloud with the ground breaking cloud accounting system design that is customizable to meet the specific requirements of your organization and scalable to any type and size. This leading customer centric ERP is helping financial firms around the globe rapidly translate demand into new revenue models, convert opportunities into leads, and run more business operations with predictive analytics powered by AI resulting in an increase in the customer lifetime value.

With the unique Client Data Model at the core of Financial Service Cloud, organizations have access to all the critical information on a real time basis that is required to nourish and sustain every client engagement opportunity and meet the ever-changing customer expectations. With purpose-built industry specific functionality and all the capabilities of Sales Cloud and Service Cloud, financial service firms can increase employee productivity, accelerate time to value (TTV) and earn customer trust with every interaction.

FSC can be implemented for existing Salesforce customers as well as for new clients. At AGG, we incorporate the Salesforce Financial Services Cloud in your organization and work for a smooth transition and fast migration into the FSC environment so you can enjoy unprecedented customer loyalty.