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Salesforce
Salesforce is a leading provider of CRM software and enterprise cloud computing solutions. Their Financial Services Cloud is specifically designed for banking and financial institutions.
Email: sales@salesforce.com
Phone: +1-800-667-6389
Web: https://www.salesforce.com/
products
Salesforce Marketing Cloud for Financial Services
Category: Marketing Automation Platforms
AI-powered marketing automation tailored for wealth and asset managers, with journey mapping, email marketing, social media marketing, mobile messaging, advertising, and analytics. Includes compliance features, personalized client communications, and integration with Financial Services Cloud..
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Sales Cloud
Offers a robust set of features for managing sales processes, including contact management, opportunity tracking, lead management, and analytics, tailored for financial services..
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Salesforce Financial Services Cloud
Category: Document Generation Software
Category: Cloud Services Management
A tailored CRM solution designed for financial services that helps advisors manage client relationships, automate workflows, and generate customized financial documents easily..
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