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Salesforce lays out its vision for Financial Services Cloud one year in

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Salesforce’s first vertical-only cloud offering is one year old, and the company used a Dreamforce keynote to celebrate its first year’s success with two customer case studies, and lay out the roadmap for the future

Salesforce launched Financial Services Cloud as its first vertical-specific customer relationship management (CRM) product in August last year, giving it a full year to form its plans for the platform and collect some customer case studies during Dreamforce this week.

Rohit Mahna, general manager of financial services at Salesforce, said Financial Services Cloud was built to solve “big, complex, industry problems” across banking, wealth management and insurance.

© Financial Services Cloud

He expanded a little, saying: “In banking everyone is thinking about getting this 360-degree view of customers to become trusted advisors. In insurance it is about the policy holder and creating a seamless claims experience. In wealth management we help teams create a ‘one team’ mentality to get time back to spend with clients.”


The key here is personalisation. As Mahna said: “How do we bring that high touch personalised experience across the entire enterprise? Because customers are getting that level of interactivity outside of industry.”

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