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Add-Ons for Financial Services Cloud
Set up and manage products that you can add on to Financial Services Cloud.
To get any of these add-ons, talk to your Salesforce Account Executive.
- Financial Services Cloud Experience Cloud Sites
Provide partners and customers with access to Financial Services Cloud through Experience Cloud licenses for external users. With Experience Cloud, you can give access to a client’s profile, including account details, financial accounts, and more. An advisor, client, or customer can access client account information in a site. - Tableau Next Analytics Dashboards for Financial Services
Tableau Next is Salesforce's agentic analytics solution that provides personalized, actionable insights. It unifies business data using the Data 360 semantic layer, leverages Agentforce AI for context, and uses the #1 analytics platform to deliver these insights. It is API-first and offers enterprise-grade performance and security. - Deploy CRM Analytics for Financial Services
CRM Analytics for Financial Services gives financial advisors and personal bankers a comprehensive customer intelligence solution based on the CRM Analytics platform. It includes Einstein Discovery, which lets you create automated AI models on any dataset without writing code. - Use Financial Services Cloud CRM Analytics Solutions
Financial Services Cloud offers you advanced analytics solutions based on CRM Analytics to help you grow and manage your business. CRM Analytics for Financial Services, a comprehensive set of CRM Analytics dashboards, helps financial service executives and managers, advisors, and personal bankers manage their books of business with insights about client goals and satisfaction, leads, and referrals. Client Segmentation App, which replaces the dashboards formerly available through the Financial Services Cloud Advisor Analytics tab, helps financial advisors identify high-potential clients for outreach. - Data Cloud for Financial Services Cloud
Data Cloud for Financial Services Cloud connects and integrates client data to give financial institutions a unified view of their client. It provides you with a number of capabilities to unify and activate data across channels, such as interaction, behavioral, and transactional data. - Revenue Intelligence for Financial Services
Get predictions about Retail Management and Wealth Management customers who are likely to churn and reduce their likelihood to churn by analyzing their churn scores. Identify Wealth Management customers are likely to add more assets in a specific period, pursue such customers by pitching products for sale to increase your assets under management. Get predictions about recommended products that you can pitch to customers who are likely to buy the products in a certain period. Maximize your revenue by persuading the customers to buy the recommended products. - Salesforce Scheduler
With Lightning Scheduler, you can provide personalized experiences to your customers or prospects by precision-scheduling appointments—in person or by phone or video—with the right person at the right place and time. You can easily embed appointment scheduling into standard Salesforce workflows, such as leads and referrals, opportunities, and accounts. - Securing Your Data with Salesforce Shield
Salesforce Shield—a set of security tools that helps you protect data at rest, monitor usage, and prevent malicious activity—is fully supported. If you implement Shield, remember these considerations when securing your confidential client data using Platform Encryption, event monitoring, and Field Audit Trail. - Connect to Customers with Account Engagement in Financial Services Cloud
Access Marketing Cloud Account Engagement (Pardot), a full suite of marketing tools, in Financial Services Cloud. - Intelligent Document Automation for Financial Services Cloud
Simplify the document management process, reduce manual data entry, and get customer-submitted information such as W2 forms, tax returns, or other financial documents faster using the Intelligent Form Reader. - Intelligent Form Reader for Financial Services Cloud
Intelligent Form Reader provides optical character recognition to automatically extract data from financial documents. You specify the data’s source form, then map the fields in the form to the equivalent fields in Salesforce. Use the extracted information to create or update record fields or to verify existing data. For example, check a birthdate in Salesforce against the birthdate in a scanned passport. - Intelligent Document Reader for Financial Services Cloud
Use optical character recognition to automatically extract data with Amazon Textract using your AWS account. Specify the document type that can be associated with the form, upload the form, and map the form’s fields to a Salesforce object’s fields. For example, you can specify that a customer’s asset amount in a bank statement must be stored in the Amount field of the account’s AssetsAndLiabilities record. The extracted information can be used to create or update record fields, or to verify data that's already in the org. For example, you can check a person’s birth date against the birth date in their scanned passport. - Einstein Bots
Provide customers with intelligent, self-service bots. With Einstein Bots, you can launch a fully featured bot that integrates with your Salesforce data in a few clicks! Bots can automate your company’s frequent tasks, increasing your deflection rate and freeing up agents for more complicated requests.
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