News : Salesforce Launches Wave for Financial Services Cloud
San Francisco, CA, USA, Sept. 1, 2016 -- Salesforce [NYSE: CRM], the Customer Success Platform and CRM company, announced Wave for Financial Services Cloud, putting insights at advisors’ fingertips. With this new application, embedded in the Financial Services Cloud product, advisors will be able to leverage analytics to uncover client opportunities, maximize their time and take action at the point of insight.
Introducing Salesforce Wave for Financial Services Cloud -- Putting Insights at Advisors’ Fingertips
Salesforce Wave for Financial Services Cloud is embedded directly into the product and will enable advisors to take a multidimensional approach to analyzing and managing their books of business -- all from a single pane of glass.
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Comments on the News
"The advisor-client relationship is no longer just about helping a client to build wealth. It’s about helping the client to achieve life goals," said Rohit Mahna, GM of Financial Services, Salesforce. "Wave for Financial Services Cloud gives advisors the ability to visualize personal and market data in the context of their client’s goals, helping guide conversations about their investments. It’s all about valuable insights that lead to action."
"Analytics are helping companies across industries create more meaningful interactions with their customers," said Thomas Zink, Associate Research Director for IDC Financial Insights. "Financial advisors are no different and solutions that provide actionable insights to deepen client engagement are just what they need. Funneling and embedding the myriad of information that influence investment decisions in the daily workflow will drive adviser productivity through the roof."
Posted by Veronica Silva Cusi, news correspondent
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