Distributor Performance Management for Insurance
Empower insurance carriers to better align goals with their distributors using prebuilt reports and dashboards to track distribution channel performance.
Einstein Referral Scoring
Prioritize your referral pipeline in retail banking based on predictive scoring models to increase your conversion rates and grow your business.
Mortgage Business APIs
Create or update the 1003 residential loan application as one transaction to reduce development time and seamlessly connect to third-party mortgage point-of-sale systems and loan origination systems.
Action Plans Enhancements
Collect required documents in Action Plan templates to deliver consistent and compliant customer experiences. Also new in this release, you can package and clone templates to help you get up and running more quickly.
Move Mountains for Your Clients with Financial Services Cloud
Salesforce Financial Services Cloud is focused on wealth management systems based on powerful Salesforce CRM that allows advisors to connect with clients in a whole new way