Salesforce Financial Services Cloud

Salesforce Financial Services Cloud lets bankers, insurers and advisers build trust by unifying the customer experience to grow their business and deepen customer relationships. With Financial Services Cloud, Financial Institutions can accelerate digital transformation while delivering the personalised service that customers expect with a single view of each customer’s household, across channels, geographies and lines of business.

Whether you are new to Salesforce, or an existing user, WHISHWORKS domain-experts together with our Financial Services Cloud Accelerator, will ensure you enjoy fast ROI and time-to-market, whilst staying in compliance with corporate, industry and regulatory requirements.

Get in touch today to learn how our Salesforce Rapid Launch programme can get you up and running on Financial Services Cloud in weeks instead of months, at a fixed price with a clearly defined scope and deliverables.

  • unified view

    UNIFIED VIEW

    360-degree visibility into clients’ financial profiles puts your customer at the centre of every interaction.

  • new insights

    New Insights

    Insight into a client’s family wealth ecosystem helps advisors grow their book of business across multiple networks.

  • context

    Rich Context

    A richer context helps personal bankers understand who their customers are, what financial products they have, and what they can use to achieve their life goals.

  • productivity

    Advanced Productivity Tools

    New productivity tools help advisors and personal bankers work faster and smarter than ever.