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Get Results with Salesforce for Banking

There is nothing worse than investing time and money on technology and ending up with a platform that doesn’t live up to the hype. Frustrated employees abandon new processes that don’t seem to help their roles, people grumble about change, and customer information sits untouched. You’re left justifying the investment spent on this amazing tool that doesn’t seem to add a whole lot of value. 

Maybe this is how you feel about Salesforce Financial Services Cloud (FSC) right now. However, you certainly don’t have to feel this way forever. 

The first thing you’ll want to look at is implementation. Did you set up your Salesforce platform strategically to help your team manage consumer needs? If not, check out this article for more help on implementation. 

The second thing you need to look at is optimizing your platform. Salesforce FSC is a robust tool with lots of potential when set up properly.

Why Financial Institutions Choose Salesforce Financial Services Cloud

Salesforce FSC is similar to Sales Cloud, but it goes beyond the functionality of the original sales dashboard. Salesforce FSC is business automation processes designed specifically for financial institutions, allowing wealth management firms and banks to visualize their clients and create smart, targeted sales strategies that benefit the consumer and the institution. 

There are five key benefits that Salesforce FSC offers financial institutions:

  • Single view of a financial institution’s customer relationships (loans, deposits, interactions, events, etc.)
  • Ability to cross-sell and upsell products and services
  • Business process automation (customer onboarding, account opening, servicing)
  • Customer householding
  • Complete reports & dashboards

Get the Most from Your Salesforce Financial Services Cloud

After a successful implementation and set-up of new processes, it’s time to get what you paid for: results! Take that implementation to the next level by following these steps.

1. Utilize Salesforce to identify and enrich leads

To make the most of your leads, set up Salesforce FSC to automatically import leads between your core and various sources of contact data directly to the CRM. Establish lead scoring to understand which customers to pursue first through marketing automation tools within the platform. 

2. Align your product and services offerings to sales opportunities

Have a robust understanding of your offerings. Then, set up automated processes to help move opportunities along the sales process, helping reduce manual work and delivering a timely experience to your customer. 

3. Implement case management capabilities to support your existing customers

Support your team by creating standardized support processes to drive efficiency and accuracy. Utilizing service-level agreements (SLAs), email-to-case, web-to-case, and computer-telephony integration (CTI) systems gives your employees the tools they need to provide next-level service to your customers. 

4. Integrate core data

Manage customer data—deposit account and loan balances—in one location to better identify customer needs. When Customer Information File (CIF) data matches Salesforce customer records, your team can easily identify sales opportunities and patterns. 


If you’re not getting what you want out of Salesforce’s Financial Services Cloud, we can help.

We specialize in implementing and configuring Salesforce FSC. Schedule a free consultation to learn more about Core10’s Salesforce customized solutions. 

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