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Salesforce brings unity to the Financial Services Cloud user experience for the consumer and commercial business sectors of corporate banking, asset management and insurance. It does this with new solutions and integrations.

Financial Services Cloud gets a new solution for corporate and commercial bankers, as well as new AI innovations and integrations. For example, Financial Services Cloud will have new Lightning-enabled features, which will give the entire user experience on both commercial and consumer-facing issues the same experience.

Commercial Banking

There will also be a new app, Commercial Banking. This provides relationship managers and product specialists with a complete picture of all aspects of a customer’s business and all commercial accounts. This should enable them to identify and grow the most profitable relationships and streamline the acquisition of new customers.

On a new homepage, corporate and commercial bankers get a single view of their opportunities, accounts and references. A new record type and a new record field have also been added, for profiling commercial banking services.

Using intelligent business referrals, relationship managers can see the pronounced interests in clients’ products and services and forward them to the right colleagues within the bank.

Action Plans and Lightning Scheduler

Action Plans allow financing specialists to delegate tasks across different departments in a time-saving and efficient manner. For example, someone who hires new customers can use Action Plan to automatically create tasks and give them to colleagues in other departments.

Lightning Scheduler makes it easy for relationship managers and clients to book appointments into the calendar, which is integrated with standard Salesforce workflows. For example, an insurer can schedule an appointment with a customer, and customers can schedule appointments with their insurer via the channel of their choice.

Through Salesforce Surveys for Financial Services Cloud, customers can provide feedback. Companies can create their own surveys with their own branding for personal and commercial customer interactions. The data is visible to relationship managers within the client’s profile. It is also possible to create reports and dashboards, and to share insights internally.


Financial Services Cloud will also have a number of Einstein functions. Via Einstein Bots, for example, banks can offer intelligence self-help bots to customers; a customer can use a bot to report that his credit card has been stolen, whereupon the bot can initiate the process of blocking the card and sending a new one to the customer.

Einstein Next Best Actions uses predictive and rules-based intelligence to provide real-time recommendations. For example, Einstein may recommend that an insurer contact a specific customer about a comprehensive policy, based on data about the customer’s life situation and recent interactions with the bank.

Einstein Analytics now also includes pre-built, industry-specific analytics for wealth, retail and corporate banking. This should enable financial companies to move faster from data to insights, using integrations, enriched datasets, dashboards, pre-built models and quick start deployment wizards.


Finally, financial companies can bring together apps, third-party data and devices in different organisations with MuleSoft. The MuleSoft Anypoint Platform helps such organizations to modernize legacy systems and access enterprise data. This brings together critical information from across departments to create new revenue channels and create smarter, more personalized customer experiences.

This news article was automatically translated from Dutch to give Techzine.eu a head start. All news articles after September 1, 2019 are written in native English and NOT translated. All our background stories are written in native English as well. For more information read our launch article.