Ten years ago, Salesforce entered the financial services space, investing a significant amount of time talking to customers to understand how they utilize technology to manage their customer relationships. It soon became apparent traditional CRMs are designed to support the business-to-business models rather than a business-to-consumer, which is vastly a default in financial services.
To help customers manage those intricate relationships, Salesforce created a single solution, Financial Services Cloud, to cater to all the different verticals in the industry. Starting with Wealth Management, the solution was then scaled into Retail Banking, Business and Commercial Banking, and Insurance.
Since the launch and with multiple product releases later, Financial Services Cloud (FSC) is generating huge interest in the customer ecosystem — and with that, demand for consulting partner services and complementary product extensions.
To help you start tapping into the immense opportunity available within this space, I asked two Salesforce experts to share their views on the
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