Financial Services Cloud

What is Salesforce Financial Services Cloud?

Salesforce Financial Services Cloud (FSC) is a specialized CRM platform built on Salesforce's core infrastructure, designed to help financial institutions deliver personalized advice, manage customer interactions and streamline operations across banking, wealth management and insurance. Financial Services Cloud provides your users with the tools that let them focus on high-value customer activities instead of routine, administrative tasks. As an admin, you get the trusted power, security and scalability of the Salesforce platform-tailored to streamline implementation for financial institutions. Start with a Financial Services Cloud trial org. Or install the Financial Services Cloud managed package and the unmanaged extension package. Connect data from your banking, portfolio management, financial planning and other systems. And then configure the app to suit how your users like to work.

Key Components of Financial Services Cloud:

AI-Driven Insights & Automation
360-Degree Customer View
Enhanced Compliance & Security
Omnichannel Engagement & Client Servicing
Embedded Financial Products & Ecosystem Integration

Key Features:–

Einstein for Banking and Wealth
Einstein for Insurance
Data Cloud for Insurance
Business Relationship Planning
Contextual Alerts
Fact Finding for Wealth Managers

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Field History Tracking

Refine Operational Insights with Advanced Field History Tracking Capabilities.

Enhanced Visibility
Improved Audit Trail
Data Analysis and Insights
Efficient Troubleshooting

Security and Compliance of Salesforce Financial Cloud Services

Salesforce Financial Services Cloud (FSC) is designed to meet the stringent security and compliance requirements of the financial industry. Key aspects include:

1. Compliance Certifications and Attestations

Salesforce Financial Services Cloud (FSC) addresses the aspect of trust by providing a list of compliance certifications and attestations. It complies with internationally accepted best practices like ISO 27001, ISO 27017 and ISO 27018.

Moreover, being SOC 1, SOC 2 and PCI DSS compliant assures that the FSC has taken necessary measures to protect financial data. These certifications provide the necessary assurance to financial institutions that FSC can depend on compliance and data protection.

2. Data Security Measures

Data security measures have been adopted widely in FSC to ensure that important information is well protected. Platform Encryption guarantees information's safety if stored and this incorporates specific information such as PII and financial details.

The Field Audit Trail feature provides data history for 10 years, allowing the company to meet retention frameworks where data history is mandatory.

3. Support for Regulatory Compliance

FSC is designed primarily to assist financial institutions in maximal compliance with industry regulations. Most of them provide compliance features that help to simplify adherence to complex financial services compliance standards.

Such support empowers organizations to be assured of compliance with their regulatory requirements while attending to their primary business.

4. Security Best Practices

Salesforce also offers guidelines on how to enhance data ownership & protection within FSC. They include advice on how to handle user privileges and the guidelines that should be followed when setting and enforcing password requirements.

Through these practices, financial institutions can improve their overall security profile and eliminate possible weaknesses.

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