Financial Services for Partners

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With Salesforce Financial Services Cloud, help your clients deepen customer relationships with a unified financial services experience. Enable your clients to become their customers' financial wellness partner with trust, transparency, and convenience. Financial Services Cloud integrates sales, service, and marketing into a consistent, personalized customer experience across all departments and communication channels. Wealth Management: Deepen and grow your book of business. Banking: Be the bank your customers love. Insurance: Meet the evolving needs of every policyholder. Institutional Banking and Markets: Deliver world-class service to your premier clients.


What You Need to Know

Sales and Implementation Resources


 Resource
Audience

 Description
Financial Services Cloud Learning Path All Sell, get certified, and stay current on new products and releases anywhere, anytime. The FSC Learning Path is where you can "Meet the Solution" (discover FSC and see Customer Success Stories), "Grow Your Expertise" (view FSC Acadamies & webinar recordings), "Position & Sell FSC" (obtain First Call Decks & Sales Plays), "Apply the Solution" (request Develpoer & Trial Orgs), and "Stay Updated"(find upcoming release details and event updates).
Financial Services Cloud First Call Deck All Use slides from this deck to position the Financial Services industry in your own presentations
Financial Services Cloud Wealth Overview & Demo All Brief summary of Financial Services Cloud functionalities for Wealth Management
Financial Services Cloud Banking Overview & Demo  All Brief summary of Financial Services Cloud functionalities for Banking
Financial Services Cloud Insurance Overview & Demo All Brief summary of Financial Services Cloud functionalities for Insurance
Financial Services Industry Page (Public Website) All Understand positioning from the main www.salesforce.com site
Financial Services Cloud Product Page (Public Website) All Understand positioning from the main www.salesforce.com site
Financial Services Cloud Product Demo  All Product demo of Financial Cloud capabilities 
Customer Stories Sales, Marketing Use customer success stories to validate the value proposition
AppExchange Apps for Financial Services All Get bullish on success with Financial Service apps

Additional Resources
Q: What is Financial Services Cloud? 
A: Financial Services Cloud is the first industry product built by Salesforce, tailored to Wealth Managers. It serves Financial Advisors, their teams, and their clients. Built on the salesforce platform, Salesforce Financial Services Cloud is built to transform the client-advisor relationship for the digital age. 
Q: Who is Financial Services Cloud for? 
A: Financial Services Cloud provides an advice platform that is tailored to any Financial Services high touch relationship model. We started with Wealth Management - Advisors and Advisor teams. Financial Services Cloud can extend to Insurance advisors selling wealth management products and high end retail banks. If you have a Corporate Banking opportunity hold off for now. 
Q: What’s included in Financial Services Cloud? 
A: Financial Services Cloud will give users access to CRM capabilities with Sales Cloud plus the Salesforce Financial Services Cloud add-­on.

Q: How can I access a Financial Services Cloud demo org?
A: Request an org here. 

Q: Is there any training available on using these orgs?
A: Yes! See the left hand nav of the Financial Services Cloud Group. 
Q: Why do some of the assets require me to register to download for the assets?
A: Yes, some of the industry assets are still being converted from our main site, so we’ll still ask you to register for some assets.

Q: Will there be industry demo assets and orgs available for partners?
A: We are currently evaluating and will update with more information when available.

Q: Who do I contact for more information about a specific industry?
A: Collaborate with other partners and ask questions in the Financial Services Cloud for Partners Group.