A single, integrated platform and central data storage means advisors can access their client data instantly and from anywhere, in the office or on the go.
Salesforce Financial Services Cloud also enables advisors to deliver personalized advice whenever their client needs it. Nurture customer loyalty, keep your business growing.
Financial services firms and investment companies grow primarily by finding new clients and expand their book of business and assets under management. To do this financial advisors have traditionally relied on information technology.
Today, at the tip of this technology is an integrated CRM automation system, supercharged with big data analytics, AI capabilities and extended functionality.Know More
Financial sector produces the largest amount of data in the world. Huge volumes of transactions, monitoring and analysis are produced and stored every second by banks and other financial institutions.
This makes use of high performance big data analytics inevitable for firms in this sector.Know More