Enterprise software leader Salesforce is expanding its CRM offering for the financial services sector, with new technology to deepen client relationships and manage deals.
Corporate and Investment Banking for Financial Services Cloud is tailored for finance workers, who often need to both build deep relationships with individual customers while winning more deals – requiring a single view of client data that also complies with regulatory complexities. That’s solved by ensuring only privileged individuals have access to a prospective merger, for instance.
"Bankers are asking for new ways to deepen relationships with clients, facilitate warm introductions, and develop new business through data-driven client insights," said Jujhar Singh, EVP and GM of Salesforce Industries. "With Corporate and Investment Banking for Financial Services Cloud, we're providing bankers with new ways to build and deepen relationships with customers and manage key accounts by leveraging artificial intelligence. With these new innovations from Salesforce, bankers can spend their time as trusted advisors for their clients by accelerating deal pipelines and better managing sensitive information to ensure they remain compliant through every step of the deal."
AI Relationship Discovery
The solution is intended to cover every stage of the client journey and features integrations with Tableau CRM and Salesforce’s Einstein Relationship Insights (ERI). That latter tool allows for relationship discovery, using AI to highlight people and companies in text and showing relevant connections.
