Financial Services and Salesforce - What You Should Know in 2023

A few years ago, Salesforce decided to pivot their product offering towards becoming industry-specific. Financial Services was one vertical Salesforce had their eye on.

Fast forward a few years to today, has Salesforce become a good choice for Financial Services? What should Financial Services know about Salesforce in 2021, especially the opportunities it offers?

Show notes:

- Financial Service firms are not restricted to using Financial Services Cloud (the Salesforce product) but can use multiple of Salesforce’s “clouds”.
- Financial Services Cloud is geared towards more retail, B2C organizations, for example insurance brokers, retail banks, mortgage brokers.
- Top ways Financial Services firms can benefit from Salesforce include superior user experience to other offerings in the space, opportunities to integrate other platforms in your technology infrastructure.
- Competitive advantages for Financial Services Using Salesforce in 2021 are primarily around loan origination/processing, and customer experience.
- The things you can do to best prepare for a Salesforce project are to understand how your technology is integrated, customer experience, and consider the ongoing ownership of the system from the outset.

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[ramyttsh]

Sounded like you have nothing to offer really except big vague statements. Ex. What are the top three values you can provide? 1. Technology, 2. Integration, 3. Community ... Where is your value? I can't see it, every other software has these three!