Top four benefits of Salesforce Financial Services Cloud you can’t miss in 2025

Building strong customer relationships and earning trust is essential in the financial industry. Customers trust financial advisors with critical, high-stakes decisions that directly impact their finances and future.   

A one-size-fits-all approach for every client only works because customers expect tailored, data-driven strategies that align with their unique financial goals and needs.   

This is where the Salesforce Financial Services Cloud shines. An AI-powered CRM designed for the financial sector, this platform empowers advisors and wealth managers in banking, insurance, and wealth management to personalize their offerings and deliver seamless, value-driven customer experiences.   

Let’s explore the top four benefits of Salesforce Financial Services Cloud and how it transforms financial institutions’ operations.    

Top Four Benefits of Salesforce Financial Services Cloud 

1. Get a 360-degree view of customers 

Financial Services Cloud helps aggregate scattered client data, such as accounts, investment portfolios, transactions, insurance, and interactions, in a unified manner. This allows financial advisors to interact with their clients in a better context and add value through personalization.   

For example, imagine a client who is curious about the performance of their investment portfolio and immediately reaches out to the financial advisor, shooting all the questions in their head.  

Without a CRM like the Financial Services Cloud, the advisor manually gathers all the information, analyzes it, and presents it to the client. However, this results in a delayed response and poor customer experience. The following are the benefits of having a 360-degree client view: 

• Access client financial data (investments, insurance, retirement plans) in one place. 
• Eliminate time-consuming manual data gathering. 
• Provide intelligent insights for personalized advice. 
• Enhance client trust with quicker, accurate responses. 
• Improve overall customer satisfaction and retention. 

2. Cultivate trust-worthy customer relationships

Financial Services Cloud equips financial advisors with the data and insights to deliver personalized service. Features like an actionable relationship center and segmentation help advisors understand customers deeply and build meaningful customer relationships.  

Financial Services Cloud provides a holistic view of the client, household data, events and milestones, and other essential information. Instant access to this data helps financial advisors give tailored and strategic advice.  

However, the challenge arises when the advisor deals with multiple clients and wants to deliver personalized advice to all of them. The platform solves this by simplifying personalization at scale through segmentation that helps identify similar clients based on criteria like networth and engagement and customize the messaging. 

3. Enhance customer experience through automation

Clients in the finance industry have various service requests. Some familiar requests include updating an address, changing a credit limit, closing an account, and requesting a credit card.   

Salesforce Financial Services Cloud simplifies these requests through a service process built with low-code-no-code tools.  

Clients may frequently have questions about their finances, such as investments, account details, and transaction tracking. The Financial Services Cloud platform automates the resolution of customer queries 24/7 and eliminates the need for a customer service representative.  

This helps financial advisors and agents save time and provide faster solutions that improve customer experience. 

Case study: How LevelShift helped a leading financial services firm achieve 30% client satisfaction and a 25% surge in operational productivity using Financial Services Cloud. 

 4. Simplify customer onboarding

Financial Services Cloud simplifies the tedious customer onboarding process by doing it right within the CRM.   

It helps integrate fragmented processes into a single workflow. The Financial Services Cloud streamlines providing information, selecting relationship objectives, and submitting documents.  

The onboarding experience can be customized based on the customer’s geography and product type. Here is how the platform can benefit you through simplified customer onboarding:  

• Manage the entire onboarding process within your CRM.  
• Tailor the journey to each customer’s specific needs and preferences.  
• Automate repetitive tasks and accelerate the process.  
• Deliver a smooth and efficient onboarding experience. 

Benefits of AI-Powered Features: Winter ’25 Releases in Salesforce Financial Services Cloud

Here are some upcoming features in the Financial Services Cloud that bring the power of AI to enhance efficiency and customer satisfaction:  

• Einstein for Banking and Wealth: Boost efficiency for service centers and wealth advisors with AI tools that streamline complaint management from start to resolution. Einstein also helps create complaints summaries that give customer service managers an overview before they resolve them.  
• Einstein for Insurance: Use generative AI to answer common customer queries through claim summaries. The claim summaries give an instant overview of the customer and their details, such as policies, premiums, coverages, and open claims. You can answer their queries instantly, which improves response time and the overall policyholder experience. 

Salesforce Financial Services Cloud winter’25 release 

• Einstein for Banking and Wealth 
• Einstein for Insurance 
• Data Cloud for Insurance 
• Business Relationship Planning 
• Contextual Alerts 
• Fact Finding for Wealth Managers 

LevelShift: Your Trusted Partner For Success Through Salesforce Financial Services Cloud

Implementing a platform like FSC requires expertise, a strategic approach, and a deep understanding of the financial industry’s unique challenges. LevelShift is a certified Salesforce summit partner, and we specialize in helping businesses leverage the full potential of Financial Services Cloud through tailored implementation, customization, integration, and ongoing support. 
 
Are you ready to transform your financial operations and deliver exceptional client experiences? Partner with LevelShift to make your Financial Services Cloud journey seamless and successful.