Say Hello to Financial Services Cloud & Goodbye to Hassle & Limitations

The final transitions from TD Ameritrade to Schwab are looming and those advisors who took advantage of TD’s Salesforce offering need to decide if they are saying goodbye to their current CRM system, which will soon be directly supported by Salesforce, or instead make the move to Salesforce Financial Services Cloud (FSC).

Are you a financial advisor looking to supercharge your client relationships and streamline your operations? Say “Hello” to FSC, the industry-leading solution by Salesforce, specifically designed to meet the unique needs of financial advisors like you.

Here are the seven key benefits of using FSC over Sales Cloud for financial advisors:

  1. Tailored for the Financial Services Industry
    FSC is built from the ground up to address the specific challenges faced by financial advisors. It accommodates the complexities of wealth management, banking, insurance, and other financial sectors, allowing you to work efficiently within your industry’s regulatory and compliance frameworks.
  2. Comprehensive Client View
    Gain a 360° view of your clients with FSC. It aggregates data from multiple sources, such as financial accounts, investments, insurance policies, and financial goals. This holistic view empowers you to provide personalized advice, tailored solutions, and proactive service, enhancing client satisfaction and loyalty.
  3. Relationship Intelligence
    FSC utilizes advanced analytics and artificial intelligence to uncover valuable insights about your clients. Discover opportunities for upselling, cross-selling, and identifying clients who may require special attention. Leverage this relationship intelligence to deepen connections, foster trust, and drive business growth. Opportunity to review and optimize current business processes and use of technology to support day-to-day operations
  4. Streamlined Client Onboarding
    Simplify the client onboarding process with FSC’s guided workflows. From capturing client data to compliance documentation and account setup, the platform streamlines the entire process, saving you time and reducing administrative burdens. Deliver a seamless onboarding experience that impresses clients and sets the stage for long-term relationships.
  5. Enhanced Collaboration & Teamwork
    FSC enables collaboration and coordination across your advisory team. Share client information, tasks, and notes seamlessly, ensuring everyone is on the same page. Boost efficiency, avoid duplication of efforts, and collaborate effectively to deliver exceptional client experiences.
  6. Compliance & Security
    Rest easy knowing that FSC adheres to industry-specific compliance regulations. It provides robust security features, data encryption, audit trails, and permissions management to protect sensitive client information. Ensure your practice operates with the highest levels of security and compliance.
  7. Integration & Extensibility
    FSC seamlessly integrates with other Salesforce products and a vast ecosystem of third-party applications. Connect your CRM with portfolio management systems, financial planning tools, and other industry-specific solutions to create a comprehensive technology stack that suits your unique needs.

Next week, we will take a look at the transition process from Salesforce Sales Cloud to FSC. Focusing on how the process may vary depending on your specific requirements, the complexity of your data and workflows, and the level of customization needed.

It is recommended to work closely with Salesforce consultants, implementation partners, or Salesforce customer support to ensure a successful transition from Sales Cloud to Financial Services Cloud. Give us a call and we can help you throughout the entire process.