Salesforce Financial Service Cloud
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Drizzle's Accelerators

Financial Service Cloud is Ideal for

Banks

Retail banks, commercial banks, investment banks, and credit unions often use Salesforce Financial Services Cloud to manage customer relationships, streamline processes, and improve overall efficiency

Finance Advisors and Planners

Financial planning firms and professionals use Salesforce Financial Services Cloud to create comprehensive financial plans, track goals, and provide personalized advice to clients.

Wealth Management Firms

Wealth management firms and financial advisors leverage Salesforce Financial Services Cloud to better understand their clients' needs, provide personalized financial advice, and manage investment portfolios.

Insurance Companies

Insurance companies use Salesforce Financial Services Cloud to enhance customer engagement, manage policies, claims, and underwriting processes, and improve agent productivity.

Asset Management

Asset management firms utilize Salesforce Financial Services Cloud to track investments, manage client relationships, and optimize portfolio performance.

Fintech Companies

Salesforce is known for its continuous innovation and ecosystem of third-party apps and integrations. Fintech companies can leverage the Salesforce AppExchange and partner ecosystem to access additional functionalities and collaborate with other fintech providers, driving innovation and differentiation.

Key Features of
Financial Service Cloud

  • Lead management
  • Financial Plans and Goals Management
  • Actionable Segmentation
  • Branch Management
  • Compliant Data Sharing
  • Document Management

Salesforce Financial Service Cloud Benefits

Why Drizzle?

Drizzle offers unique ready to use solutions on top of the financial service cloud to enhance your experience of using Salesforce.

  • Prebuilt Portal for Loan Application process management
  • Prebuilt Portal for Insurance process management
  • Prebuilt integrations for KYC and Document verification

Leading the Way with Certified Professionals

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