Salesforce releases Financial Services Cloud

Salesforce, the leading global provider of customer relationship management (CRM) solutions, has recently launched their Financial Services solution. thryve, which is a registered and approved Salesforce Consulting Partner, is proud to present this solution to South African shores.

What is Salesforce’s Financial Services Cloud?

With the downturn in the economy, the need for investment has become more crucial than ever. Investors are being choosier with where they decide to place their money. So when they adopt an investment vehicle, they always want to be kept in the loop about what is happening with their money.
Salesforce’s Financial Services Cloud allows investors to do this.
Says Riaan Bekker: Salesforce Solutions Manager at thryve, “Studies have shown that 55% of investors want to collaborate in their investments and not leave it in the hands of their financial advisors. The introduction of Salesforce’s Financial Services Cloud allows this partnership to happen.”

What makes Salesforce’s Financial Services Cloud unique?

Salesforce has used their powerful CRM technology – which they have been refining for many years – and has adapted it to the financial services market. Using the Financial Services Cloud, you – as a player in the financial services arena – will be able to develop a closer relationship with your client and ensure that you give them the best service. Experts from Gartner praise this system, saying that investors are provided with a more holistic view of their clients. This is something that other CRM systems in the financial services industry do not do.

How does this system work?

Leads are captured into Salesforce’s Financial Services Cloud. Once you have ascertained their needs, you will create an opportunity for that client based on their stated requirements. This opportunity is assigned to an individual in your organisation.
When that client states that they require additional services, another opportunity will be created, and the same process will follow. As such, you will be able to keep track of your relationship with that particular client and ensure that you both get the best out of your relationship.

Who is the target market for Salesforce’s Financial Services Cloud?

Anyone in the financial services industry – such as property brokers or wealth managers – will benefit from using this solution.
If you would like to know about Salesforce’s Financial Services Cloud, please follow this link to Financial Services Cloud.
Learn more about thryve’s Salesforce offering.
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