Salesforce

Salesforce is a leading provider of CRM software and enterprise cloud computing solutions. Their Financial Services Cloud is specifically designed for banking and financial institutions.

Is this your company?

Email: sales@salesforce.com

Phone: +1-800-667-6389

Web: https://www.salesforce.com/

products

• Salesforce Marketing Cloud for Financial Services
  AI-powered marketing automation tailored for wealth and asset managers, with journey mapping, email marketing, social media marketing, mobile messaging, advertising, and analytics. Includes compliance features, personalized client communications, and integration with Financial Services Cloud.
  
• Sales Cloud
  Offers a robust set of features for managing sales processes, including contact management, opportunity tracking, lead management, and analytics, tailored for financial services.
  
• Salesforce Financial Services Cloud
  A tailored CRM solution designed for financial services that helps advisors manage client relationships, automate workflows, and generate customized financial documents easily.