Salesforce outlines Financial Services Cloud roadmap, single view of customer test bed

Salesforce announced the update of the financial services cloud, unified the silos of the financial services companies and grasp the overall picture of the customers.

Rohit Mahna, senior vice president and general manager of Salesforce Financial Services Unit, requested a series of updates as a unified financial service. "From the first day I heard that the industry is transitioning from sale to product, to customer's global vision relationship," it is a trip. "

Salesforce introduced the financial services cloud in 2016 and leveraged the financial services and technology market. Like healthcare, Salesforce targets specific vertical markets. Salesforce Financial Services Cloud has over 400 customers in the past.

Salesforce welcomes Transamerica to customers of Cloud Financial Services and updates Einstein AI | Salesforce, a financial services cloud for retail banking

Financial services The cloud strategy is to provide banks, insurance companies, financial technology companies, industry-specific updates, and innovations in the Salesforce platform. Like mature large companies, financial services companies have built legacy systems, back office operations, retail and retail units, complex network networks through acquisitions and mergers. Integration.

Mahna calls it "industry spaghetti". The end result is a fragmented customer experience with multiple silos, systems, and functions. Through the Salesforce integration cloud, the acquisition of MuleSoft will integrate the different systems into the customer's global perspective.

Currently, Salesforce does not make a magic wand to heal technology debt, but financial services company is striving for simplification, so we aim to become a possible technology. Salesforce's financial services cloud can bring innovative service experiences such as Volt Bank and Stripe, while linking business banks and personal accounts to traditional business.

From the 2019 update in winter, Financial Services Cloud will be provided with commercial banking applications, action plans, research and integration of Einstein robots, recommendations. For the best behavior to come. With the update of spring 2019, financial services will receive more Einstein analytics services.

Ultimately, the financial services company's Relationship Manager builds a dashboard showing referrers, different accounts and client roles (commercial, personal and professional). Mahna's demo …

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