The Financial Services Cloud Platform is continuing to grow, helping wealth managers to unify customer experience. [shutterstock: 419627416, Jarva Jar]
Salesforce announced new advancements in Financial Services Cloud to unify customer experiences across consumer and commercial lines of business in banking, wealth management and insurance. It introduced these new expansions to transform the way wealth managers and retail bankers engage with clients and their families.
Intelligent experiences for customers and employees
With new AI-enabled innovations, financial institutions can provide smarter and more impactful services to customers.
- Einstein Bots for Financial Services Cloud. They provide retail banking customers with intelligent, self-service bots that help them report lost credit cards or place travel notifications through a bank’s website or mobile app.
- Einstein Analytics for Financial Services Cloud. It includes pre-built, industry-specific analytics for wealth, retail and business banking. Financial services firms can accelerate their time from data to insights.