Salesforce Financial Services Capability Map

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Financial Services Cloud is more than a CRM. It's the best of Salesforce, designed specifically for banks, wealth managers, and insurance companies. Instead of having to start with a generic Customer 360 that needs a lot of customization, Financial Services Cloud provides prebuilt applications with user experiences, automation, and integration designed based on industry best practices.

Get started fast, using best practices

Financial Services Cloud gives you many great features, and it's also a starting point for adding your own capabilities. To this end, the Salesforce business partner ecosystemour network of expert credentialed partners, apps, and developershas solutions for financial institutions that build on top of Financial Services Cloud.

What is the maturity of the Salesforce functionality compared with X CRMToolApplication? Where are the cross-overs in Salesforce functionality with other applications in the companies application landscape? Now EVERY software technology company who knows what they are doing has a capability map of their software solution s.

Common Capabilities in Financial Services Cloud Set up and manage Financial Services Cloud features that aren't specific to a line of business.

This Salesforce business capability map can help you - Define business drivers for a project. - Identify key capabilities needed within a solution or project. - Provide high-level product or technology positioning. Open this template and add content to customize this Salesforce business capability map to your use case.

BFSI solutions help financial companies with cutting-edge solutions to meet the needs of their clients. Utilize Salesforce for financial services novel capabilities to achieve digital transformation goals.

Salesforce provides financial institutions with CRM capabilities to streamline marketing, sales, and service operations, along with specialized features to facilitate industry-specific business processes like mortgage, wealth, and insurance policy management.

A diagram detailing business drivers and capabilities with high-level product positioning.