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Are you up to speed on the latest Financial Services Cloud features? With the Summer ‘16 release in full swing, you’ll want to know about the exciting new enhancements that are supercharging advisor productivity and helping advisors increase their client wallet share.
Join us for our live webinar on July 12th for a Summer ‘16 feature deep dive and a Financial Services Cloud demo. Plus, you’ll hear directly from one of our first Financial Services Cloud customers!
Register now to secure your spot.
Get a head start by exploring the latest Financial Services Cloud features in our Summer 16’ feature list.
Secure Confidential Client Information with Salesforce Shield
Few things are more important than trust in financial services. We now support Salesforce Shield, a trio of security tools to help monitor data access and usage, prevent malicious activity, and offer data encrypt data at rest. Protect your client information with Shield, which includes Event Monitoring, Field Audit Trail, and Platform Encryption.
Increase Wallet Share with Advisor Opportunities
When you spot an opportunity to consolidate client assets in-house, conveniently create an opportunity that’s related to an investment account, bank account, or insurance policy. On the Financials tab, look for the actions icon next to the name of any financial account. Select the New Opportunity (Wallet Share) option, then capture the relevant details.
Enhanced lead conversion flows help advisors focus on growing assets under management (AUM). Transform leads into new clients. If a lead you’re converting represents asset consolidation opportunities, create an opportunity at the same time.
Keep Track of More from the Home Page
New Home page components and tools for tracking client birthdays help boost advisor productivity and strengthen client relationships. Lightning Page flexibility allows you to configure the homepage to specifically need the diverse needs of your users.
Easier Tracking of Clients’ Relationships
We’ve made it easier to track who’s who and who knows who. New related lists on account and contact detail pages show the centers of influence that are key to cultivating new business. And, streamlined setup of reciprocal roles saves time during implementation.
More Ownership Options for Financial Accounts
Previously, a financial account owner had to be an individual client. Now, you can designate an organizational entity, such as a business or a trust, as a primary or joint owner.
Multiple Currencies and Locales Supported
We now support multiple currencies so that global firms can operate in their local currencies. If you have multi-currency enabled, some limitations apply.
Localization in Five Languages
Financial Services Cloud is now available in French, German, Japanese, Spanish, and Portuguese (Brazil). If your firm is multi-language and operates in a non-English language, the Translation Workbench must be enabled so that translated values display correctly in our components. Product documentation is available in all fully supported languages.
About the Author
Eran Agrios is the practice lead for Wealth Management at Salesforce. Eran has over 10 years of experience in customer relationship management technology. For the last 10 years she has focused specifically on Financial Services customers in global markets on how to transform their businesses and evolve their customer relationships.
Eran brings a unique perspective on the trends and transformation happening in Financial Services and Wealth Management. Most recently, her focus is on how technology is transforming client expectations and why Wealth Managers need to reimagine the client-advisor experience to remain relevant in the space.
