Client & Household 360
Single view of client, household and related accounts — relationships, goals and life events.
Industry Cloud
Salesforce Financial Services Cloud
Wealth, banking, insurance and lending — orchestrated around the household, the relationship, and the next-best-action.
Capabilities
What Financial Services Cloud brings
Wealth & Lending Workflows
Onboarding, KYC, opportunity tracking and digital lending journeys built-in.
Compliance & Audit
Disclosures, suitability checks and audit-ready trails for regulated processes.
Einstein for Finance
Predictive insights, lead scoring and AI-assisted advisor productivity.
Outcomes typical for FSI programs
Higher advisor productivity
Faster onboarding
Stronger client retention and cross-sell
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