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Personalise Financial Engagement to Build Lasting Relationships | Salesforce CA
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Financial Services Personalisation

Personalise Engagement

Unlock terabytes of trapped customer data across legacy and third-party systems into a single view that changes as customers interact with your business. Use out-of-the-box calculated insights and create targeted segments to deliver financial services personalisation at scale.

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Leading banks, wealth managers and insurers personalise engagement with Financial Services Cloud.

Mascoma Bank [Mascoma Bank]
RBC Wealth Management [RBC Wealth Management]

Increase loyalty using data for financial services personalisation.

Combine customer behavioural and financial data into a single view. Help your customers optimise financial planning experiences with a full view of financial goals in Financial Services Cloud. Drive actionability using out-of-the-box insights to help your customers achieve financial wellness.

Bring together customer behavioural and financial data.

Data 360

Unify your customers financial and transactional data, CRM data, and behavioural data using Data 360 to bring your first party and external data together into a single lakehouse with a data model for Financial Services Cloud. Read the Data Maturity Playbook for Financial Services.

A Real Time Personalisation Model graphically visualises financial, core CRM and transaction data. [A Real Time Personalisation Model graphically visualises financial, core CRM and transaction data.]

Financial Data Platform

Connect your core banking transaction data, as well as other external systems, with Financial Services Cloud. Use a financial services data model with prebuilt mappings and streams in the Financial Services Cloud Data Kit.

A Data Lakes Objects portal shows data model mappings. [A Data Lakes Objects portal shows data model mappings.]

Standards-Based Business APIs

Connect your data quickly to once-siloed systems core banking, custodial, financial planning, and portfolio management software with accelerators and APIs. Use MuleSoft Direct for Financial Services Cloud to pipe information directly to Data 360.

An integration set-up window shows available integrations including financial account transactions, balances and details. [An integration set-up window shows available integrations including financial account transactions, balances and details.]

Held Away Transactions

Gain insight advice from spending and savings habits through linkage to external accounts for full visibility to transactional data. Harmonise all of your data for a complete picture of your customers. Position your data for AI insights like real-time financial wellness scores and next best actions.

A customer's spending by category shown by data visualisation. [A customer's spending by category shown by data visualisation.]
A Real Time Personalisation Model graphically visualises financial, core CRM and transaction data. [A Real Time Personalisation Model graphically visualises financial, core CRM and transaction data.]
A Data Lakes Objects portal shows data model mappings. [A Data Lakes Objects portal shows data model mappings.]
An integration set-up window shows available integrations including financial account transactions, balances and details. [An integration set-up window shows available integrations including financial account transactions, balances and details.]
A customer's spending by category shown by data visualisation. [A customer's spending by category shown by data visualisation.]

Optimise financial planning experiences.

Financial Goals and Plans

Anticipate your customers needs by understanding their financial aspirations. Use prepackaged goal capture experiences to record customers goals right in Financial Services Cloud. Get a complete picture that drives relevant customer interactions.

A retail banking console showing goal planning and progress. [A retail banking console showing goal planning and progress.]

Financial Planning Platform Integration

Bankers and wealth advisors can view and action on financial plans from a financial planning platform, right in Financial Services Cloud by using our business APIs. Advisers can also pull household information into financial platforms, eliminating the need to ask for the same information repeatedly.

A wealth management console showing a customer's retirement plan including goals and events. [A wealth management console showing a customer's retirement plan including goals and events.]

Actionable Goals

The best thing about managing goals in Financial Services Cloud is that they are actionable you can drive workflows around them. Personalised engagement and proactive actions will help drive the financial outcomes that will create lifelong customers.

A retail banking console showing a customer's goals for the down payment of a home and upcoming tasks. [A retail banking console showing a customer's goals for the down payment of a home and upcoming tasks.]
A retail banking console showing goal planning and progress. [A retail banking console showing goal planning and progress.]
A wealth management console showing a customer's retirement plan including goals and events. [A wealth management console showing a customer's retirement plan including goals and events.]
A retail banking console showing a customer's goals for the down payment of a home and upcoming tasks. [A retail banking console showing a customer's goals for the down payment of a home and upcoming tasks.]

Drive financial wellness with insights.

Visualised Insights

Understand household income, expenditures, and net worth based on calculated transaction insights and trends from Data 360 that surface in Financial Services Cloud on FlexCards. Develop a deeper understanding of your customers and drive actions anywhere in Financial Services Cloud.

A wealth management profile for a customer showing cash flow, income and spending by category. [A wealth management profile for a customer showing cash flow, income and spending by category.]

Personalised Advice

Harmonise data in Financial Services Cloud and Data 360 with custom components in Financial Services Cloud for specific visualisations and an alerting framework. Deliver alerts with financial services personalisation to help your customers stay on track for financial wellness.

An alert telling a customer that their saving goal needs attention. [An alert telling a customer that their saving goal needs attention.]

Segmentation

Leverage Data 360 to support high-volume scenarios of segmentation. Build actionable lists with Data 360 using Actionable Segmentation in Financial Services Cloud to engage customers and prospects based on signals for financial life journeys.

A Data 360 dashboard showing segments including affinities and propensity to convert. [A Data 360 dashboard showing segments including affinities and propensity to convert.]
A wealth management profile for a customer showing cash flow, income and spending by category. [A wealth management profile for a customer showing cash flow, income and spending by category.]
An alert telling a customer that their saving goal needs attention. [An alert telling a customer that their saving goal needs attention.]
A Data 360 dashboard showing segments including affinities and propensity to convert. [A Data 360 dashboard showing segments including affinities and propensity to convert.]

Complete your financial services personalisation solution with products from across the Customer 360.

Agentforce for Financial Services

Fuel efficiency and drive superior customer service 24/7 with Agentforce.

Learn more

Financial Services Cloud

Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.

Find out more

Data 360

Activate all your customer data across Salesforce applications.

Find out more

Marketing Cloud

Personalise customer experiences and optimise each campaign with data-first solutions for any channel and device.

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Financial Services Cloud Intelligence

Drive predictable revenue with analytics and AI for organisations.

Find out more

MuleSoft Anypoint Platform

Integrate data from any services system to deliver critical, time-sensitive data all with a single platform for APIs and integrations.

Find out more

Process Compliance Navigator

Stay ahead of evolving regulations with an intelligent platform built for financial services.

Learn more
An industry dashboard showing a customer profile and Einstein chat bot window. [An industry dashboard showing a customer profile and Einstein chat bot window.]

Build the perfect financial services personalisation solution with our help.

Get in touch today and our experts will guide you through the process step by step:

  • Choose the right Financial Services Cloud edition as your foundation.
  • Add products/services needed, if not already included.
  • Customise the final result with apps, services, and support.
Contact us
Samantha Pause, Chief Innovation and Brand Officer, Mascoma Bank [Samantha Pause, Chief Innovation and Brand Officer, Mascoma Bank]

By leveraging Salesforce as our single system of record for all customer, account and transaction data, bankers are now better equipped to help their clients reach their financial wellness goals.

Samantha Pause
Chief Innovation and Brand Officer, Mascoma Bank
See the story

Personalise engagement for retail banking.

Retail Banking

Deliver connected and personalised experiences to customers with automation.

Find out more

Learn new skills with free, guided learning on Trailhead.

Hit the ground running with financial services personalisation tips, tricks and best practices.

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Guide

The Financial Services Playbook for Effective Data Maturity

Read the guide
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Blog

How To Remove Data Silos: A 5-Step Checklist for Financial Services

Read the blog
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Webinar

Build Your Data Strategy with New Winter '24 Innovation from Financial Services Cloud

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Report

The Connected Financial Services Report

Read the report
See all resources

Ready to take the next step with the worlds #1 Agentic CRM for financial services?

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Try Financial Services Cloud free for 30 days. No credit card. No installations.

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Talk to an expert.

Tell us a bit more so the right person can reach out faster.

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Watch a demo.

Learn how Salesforce for financial services empowers customers' financial success.

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Personalised Financial Engagement FAQs

What is personalisation in finance?

Personalisation gives financial services firms the ability to connect their disparate data systems and gain a complete view of their customers so they can deliver personalised experiences at scale.

How can personalised financial engagement software help my business?

Personalised financial engagement can help you gain incredible insights from your data so you can deliver impactful, personalised customer experiences at scale. Helping customers achieve financial success increases customer loyalty and drives measurable business value.

How do I choose the right financial services personalisation solution?

Evaluate your company's current data challenges and think about the different data sources you want to combine. Identify personalisation use cases for your end users experiences and your marketing, sales, and services teams experiences. Then, choose the software that will fulfil those demands.

What are the benefits of financial services personalisation?

Financial institutions can unify their customers complete financial data and their CRM data. This positions them for AI insights like real-time financial wellness scores and next best actions, so they can deliver financial services personalisation.

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