Strengthening Financial Services: Expanding Salesforce Services Capabilities as ISV Partners

Hemant Jawale, Praveen Kotholliparambil Haridasan

Abstract: Salesforce Financial Services Cloud, started in 2016, initially to focus and serve the wealth management market industry. Even before 2016, there were some custom solutions built for the financial services industry use - cases on the existing Salesforce platform and Sales cloud. On customer demand to have a pre - built industry solution just like Sales and Service cloud, Financial Services Cloud product was built. With its capabilities, Salesforce for Financial Services enables financial institutions to automate common tasks, personalize service engagement, and unlock insights with analytics and intelligence to better anticipate customer needs. This guide explores how Independent Software Vendor (ISV) partners can enhance the capabilities of Salesforce Financial Services Cloud by focusing on features that will help Financial Institutions speed up common financial services processes like onboarding and build trusted relationships with their clients. ISV partners can enrich their offerings by integrating their solutions with Financial Services Cloud to provide added value to wealth advisor and banking advisors.

Keywords: Salesforce Financial Services Cloud, Customer Relationship Management, Software - as - a - Service, Independent Software Vendors, Client Relationship Management, Client Onboarding