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Sectors in Financial Services Cloud
Set up and manage Financial Services Cloud for sectors like Commercial Banking, Insurance, Mortgage, Retail Banking, and Wealth Management.
Financial Services Cloud provides solutions for multiple sectors. Set up one or more for your org.
- Set Up and Manage Commercial Banking (Managed Package)
Bankers get greater visibility into customer relationships in commercial lending, treasury management, trade finance, and more with the Commercial Banking Console app. Plus, a Business Referrals record type makes it easy for relationship managers and lending assistants to make business-to-business referrals. - Set Up and Manage Insurance
Insurance for Financial Services Cloud includes a new data model for insurance, new Lightning components, and a tailored Lightning console app: Insurance Agent Console. Insurance Agent Console helps agents and service reps track their performance and stay focused on their goals. With the new distributor performance dashboard, reports, and performance metrics, sales managers can view a consolidated performance summary for all their distributors or monitor their individual performances. Use the Insurance Agent Portal template to create a portal that gives independent insurance agents access to the insurance features and components and lets them manage and grow their books of business. - Set Up and Manage Digital Lending
Digital Lending supports the end-to-end lending lifecycle supporting loan origination of multiple products across different channels through a unified loan origination platform. Create a loan origination process that suits the needs of your clients, both self-serve and rep-assisted. Digital Lending harnesses the power of Financial Services Cloud and common industry features, to offer a platform that serves as both the point-of-sale and loan origination system. - Set Up and Manage Digital Lending—India
Digital Lending—India provides banks and financial institutions with a comprehensive platform for consumer lending. Streamline the application intake, underwriter review, and pre-disbursement processes for loan types, such as home, auto, and personal loans. - Set Up and Manage Mortgage
Mortgage for Financial Services Cloud includes a new data model for mortgage applications, new standard flow templates, and new flow screen components. - Set Up and Manage Retail Banking (Managed Package)
Get a 360-degree view of customers with Retail Banking, a Financial Services Cloud Lightning app. Bankers can also easily manage high-volume transactions on one screen with the Retail Banking Console. The information bankers need is supported with new objects, fields, and record types for loans, deposits, and more. - Set Up and Manage Wealth Management
Give your financial advisors a holistic view of customers with Wealth Management, a Financial Services Cloud Lightning app. Empower your advisors to deliver the personalized, proactive service that clients expect. Accelerate user productivity with technology that helps them engage with clients like never before, and build deeper, lasting, more profitable relationships.
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