What is Salesforce financial services cloud?

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What is Salesforce financial services cloud?
This blog post takes into account the in and outs
of Salesforce financial services cloud. The blog
paves the way for you to understand everything
about the particular topic and how you can use it
to grow your business. We have tried to
illustrate the methods by way of real-time
screenshots. I hope you will enjoy reading it.
The blog covers the following sections-
1. Introduction
2. How can you grow your business using
Salesforce financial services cloud?
6. How is Financial Services Cloud
different from other wealth management tools?
5. How will Financial Services Cloud help
me address fiduciary regulations?
3. How secure is my client data with
Salesforce financial services cloud?
4. How can I export my existing data to the
Salesforce financial services cloud?
Let us discuss the points in detail 1.
Introduction Financial Services Cloud, powered by
lightning is an integrated platform designed to
drive stronger client relationships that last
generations. It helps advisors to spend less
time gathering client information and more time
doing what they do best, such as providing
holistic, goal-based advice that puts their
clients at the center of everything they do. In
other words, we can
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• say, Salesforce for financial services helps
  advisors to deliver a concierge level of service
  with the personalized, proactive advice clients
  expect.
• How can you grow your business using Salesforce
  financial services cloud?
• It has made the business easy- going. Salesforce
  financial services help you to turn your client
  base into an active referral network by tracking
  referrals from Centers of Influence or from
  within your own firm. Using this strategy,
  youll get to know more about your clients than
  just their investment strategy, and will have
  access to the networking tools needed to grow
  your book of business.
• How secure is my client data with Salesforce
  financial services cloud?
• Very- very secure! Salesforce Shield capabilities
  Along with the Financial Services Cloud, offer
  an extra layer of security/ safety including
  tools that monitor data access and usage and
  prevent suspicious activity.
• Along with the security features, youll have
  access to Event Monitoring, Field Audit Trail,
  and Platform Encryption to ensure your clients'
  financial account information is kept
  confidential and secure.
• How can I export my existing data to the
  Salesforce financial services cloud?
• Dont worry you dont need to know all the hard
  rule basics of Salesforce to export the data and
  to run financial services cloud. Salesforce
  already consists of several fruitful resources
  for data integration. It also provides a
  complete solution that addresses all your
  business needs. Not only this but also
  Salesforce ensures a level of scalability that
  promotes continuous innovation.
• How will Financial Services Cloud help me address
  fiduciary regulations?

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Financial Services Cloud, along with Salesforce
Shield, provides an amazing suite of compliance
features. It clearly means advisors, agents, and
firms can adhere to new regulatory standards at
scale. Also, it easily drives repeatable and
visible collaboration across the entire firm.
Keep a record of client relationships and
communications. And establish consistent on
boarding tasks to ensure the client's best
interests are always at the center of each
interaction. 6. How is Financial Services Cloud
different from other wealth management
tools? With the unique Client Data Model at the
center of Financial Services Cloud, industries
have access to all the important information
needed to grow and nourish every client
engagement opportunity. Also, Salesforce, as we
know, releases three updates a year. Thus,
financial services cloud benefits from it as
well. It indicates that you are going to have
access to three new updates every single day!
And woahh! You can add them to strength and
enhance your business growth. Time to sum
up Financial services cloud is available in all,
Professional, Enterprise, and Unlimited
editions. It even supports bulk actions and APEX
steps. So, these were some of the in and outs of
the Salesforce financial services cloud. Hope,
you enjoyed reading. If you have any questions,
do let us know in the comments section
below. Reference - https//yourstory.com/mystory/
what-is-salesforce-financial- services-cloud