Salesforce expands its Financial Service Cloud capabilities

Salesforce expands financial services offering
Chris Harvey
Salesforce Consultant @ Third Republic - Recruitment solutions for advanced technologies

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  1. Salesforce’s Partner Ecosystem Continues to Extend the Power of Financial Services Cloud

    According to an IDC1 study, between 2016 and 2022 Salesforce and its ecosystem of customers and partners will create more than 548,000 jobs and enable more than $164 billion in new business in financial services worldwide. Salesforce partners are building new applications fully integrated with Financial Services Cloud that will be available in the Salesforce AppExchange, the world’s leading enterprise cloud marketplace. These solutions include:

    Blend will offer an end-to-end digital solution built on Financial Services Cloud which allows a lending organization to create data transparency across the entire borrower journey from inquiry to close, providing a robust borrower financial profile that supports customer needs across multiple products and increases lenders’ total addressable market.

    eMoney will offer bi-directional integration between platforms to streamline a wealth management firm’s financial planning, analytics and reporting needs.

    Jemstep will provide a digital advice solution to advisory firms to guide investors through the advisory lifecycle, providing both home office and advisor views to help grow assets under management, reduce the cost to serve clients and gain actionable insights through data and analytics.

    Guidewire offers ProducerEngage and ServiceRepEngage for Financial Services Cloud to empower captive agents and customer service representatives to better engage with their customers through stronger alignment between marketing, sales, and service, while surfacing actionable insights through the integration of policyholder data between Guidewire and Salesforce applications.

    Vlocity Insurance & Financial Services delivers a complete digital insurance platform on Financial Services Cloud, including quoting, policy administration, claims management and digital portals.

    Finxact is integrating their Core as a Service solution with Financial Services Cloud to facilitate account opening and real-time financial account balances and transactions.

    Fenergo offers relationship managers a client onboarding and lifecycle management solution that is integrated into Salesforce’s customer engagement layer to modernize the end-to-end client experience.

    PrecisionLender will offer a connector solution for Financial Services Cloud that provides commercial bankers with actionable, in-the-moment insights and coaching so they can build relationships that advance profitability and growth while improving the customer experience.

    Roostify will provide an intelligent consumer lending platform, powering the customer experience from acquisition through loan fulfillment and designed to build the ideal service for your customers in a secure, compliant manner while improving both customer satisfaction and loan cycle times.

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