The service makes it easy for advisors to deliver a concierge level of service with personalized, proactive advice clients expect in financial management.
With the Financial Service Cloud, advisors can easily build an engaging relationship with their clients by using specific business processes and data models. Advisors can view and manage their relationships with clients, their families, and extended specialized teams such as tax accountants, estate planners, etc.
The product is designed to help an advisor go beyond a single transaction or sales pitch and move towards fully understanding client needs, goals and life events. Pre-integrated third-party applications also allow advisors to easily acquire the data needed to find new business growth opportunities. With an enhanced set of productivity and engagement features, advisors can spend less time gathering client information and more time doing what they do best — providing holistic, goal-based financial advice without worrying about other issues.