Data Cloud for Financial Services

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window.sfdcBase = window.sfdcBase || {}; window.sfdcBase.chat = window.sfdcBase.chat || {}; window.sfdcBase.chat.invite = window.sfdcBase.chat.invite || {}; </script> <div class="globalnav-wrapper-c360 "> <a class="screen-reader-text skip-to-content-c360" href="#main-content"> <div class="screen-reader-container">Skip to content</div> </a> <hgf-c360nav locale=us search="true" show-region-selector="true" context-nav-enabled="true" hide-login="false" truly-hide-login="false" show-button-main=true show-button-secondary=false hide-contact="false" origin=https://wp.sfdcdigital.com/en-us/wp-json> </hgf-c360nav> <hgf-c360contextnav origin=https://wp.sfdcdigital.com/en-us/wp-json> </hgf-c360contextnav> </div> <main id="main-content" class="pbc-open-template"> <div data-blade-id="1729633244038_12ds_571620" data-blade-position="1" data-blade-name="sf/notification" data-blade-variant="notification" data-blade-source="www" data-blade-type="blade"> <section id="1729633244038_12ds_571620" class="relative notification--blade notification--blade--image-standard" style="background-color:#032D60" > <article data-module-id="1729633244038_12ds_571620" data-module-name="Salesforce Launches Industries AI: 100+ Out-of-the-Box AI Capabilities that Tackle Industry-Specific Pain Points Across 15 Industries." data-module-position="1" data-module-type="headline"> <div class="notification__content-wrapper"> <div class="notification__text-wrapper"> <p class="notification__text" style="color: rgb(255, 255, 255)">Salesforce Launches Industries AI: 100+ Out-of-the-Box AI Capabilities that Tackle Industry-Specific Pain Points Across 15 Industries.</p> <a class="notification__link pbc_link--bold" href="https://www.salesforce.com/news/stories/industries-ai-announcement/" target="_self" style="color: rgb(255, 255, 255)"> Learn more </a> </div> </div> </article> </section> </div><div data-blade-id="1724261516827_5m2" data-blade-position="2" data-blade-name="sf/marquee" data-blade-variant="marquee" data-blade-source="www" data-blade-type="blade"> <style> section[id="1724261516827_5m2"] .headline strong { color: #0D9DDA !important; font-weight: inherit; } </style> <section id="1724261516827_5m2" class="relative marquee--blade marquee--right-image" > <div class="container"> <article class="grid grid_main grid--onebyone" data-module-track-impressions="" data-module-id="1724261516827_5m2" data-module-name="Data Cloud for Financial Services" data-module-position="1" data-module-type="headline"> <div class="image__wrapper "> <img loading="eager" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-marquee.webp?w=1024" class="image__asset" alt="" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-marquee.webp?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-marquee.webp?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-marquee.webp?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-marquee.webp?resize=1024,1024 1024w" height="1024" width="1024"/> </div> <div class="content__wrapper "> <header class="marquee__blade-heading eyebrow--standard "> <h1 class="headline marquee__headline--standard" style=" color:#032D60 "> Data Cloud for Financial Services </h1> <div class="blade__description"> <p>Data Cloud puts all of your data from core banking and insurance to work for your customers. It is deeply embedded in the Salesforce Platform – any external data lake or warehouse can now drive actions and workflows inside Financial Services Cloud. Deliver trusted, secure, and accurate AI outcomes that are grounded in your company's data without expensive model training.</p> </div> </header> <div class="cta_container flex flex--right ctas__2"> <pbc-button class="cta_button__wrapper" data-link-text="Watch demo" data-link-url="https://www.salesforce.com/form/industries/financial-services/demo/personalized-financial-engagement/?d=pb" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="primary" data-stacking="default" aria-label="Watch demo: Data Cloud for Financial Services" href="https://www.salesforce.com/form/industries/financial-services/demo/personalized-financial-engagement/?d=pb" target="_blank" rel="noopener" > Watch demo </a> </pbc-button> <pbc-button class="cta_button__wrapper" data-link-text="Contact us" data-link-url="https://www.salesforce.com/form/contact/contactme-financial-services/?d=pb" data-link-type="secondary cta" > <a class="cta_button" data-size="" data-variant="secondary" 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text__headline--large" style=" "> Deliver hyper-personalized experiences with Data Cloud for financial services. </h2> <div class="blade__description "> <p>Data Cloud is about more than just bringing data together. It’s about bringing entire organizations together around the customer to improve experiences and drive growth.</p> </div> </header> </article> </div> </section> </div><div data-blade-id="1724263150104_kxc" data-blade-position="5" data-blade-name="sf/productfeature" data-blade-variant="productfeature" data-blade-source="www" data-blade-type="blade"> <section id="1724263150104_kxc" class="relative productfeature--blade blade_layout--right" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <div class="relative grid grid_main productfeature__content "> <div class="productfeature__content-group"> <header class="productfeature__blade-heading"> <h2 class="headline" style=" "> Connect financial data. </h2> </header> <div class="productfeature__tabs"> <div class="accordion__item accordion__item-1 show-hide__item selected " data-module-id="accordion-1" data-module-name="Financial Services Data Kit" data-module-position="1" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="true" aria-controls="rel1724263150211_19yj-11" class="accordion__trigger" id="show-hide1724263150211_19yj-11" aria-label="Financial Services Data Kit"> <span class="accordion__title relative"> Financial Services Data Kit <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1724263150211_19yj-11" id="rel1724263150211_19yj-11"> <div class="accordion__description"> <p>Connect your data to Financial Services Cloud using data model objects for core banking data and insurance policy and claims data. Get started quickly with prebuilt mappings and streams in Data Cloud.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1724263150211_19yj-11__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-A-01-1.jpg?w=1024" class="image__asset" alt="A Data Cloud console with a real-time personalization model." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-A-01-1.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-A-01-1.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-A-01-1.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-A-01-1.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> <div class="accordion__item accordion__item-2 show-hide__item " data-module-id="accordion-2" data-module-name="Calculated Insights" data-module-position="2" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1724263150215_ldz-22" class="accordion__trigger" id="show-hide1724263150215_ldz-22" aria-label="Calculated Insights"> <span class="accordion__title relative"> Calculated Insights <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1724263150215_ldz-22" id="rel1724263150215_ldz-22"> <div class="accordion__description"> <p>Gain visibility to financial health, spending, earnings, savings, net worth, and more with a prebuilt a library of financial services-specific insights in Data Cloud.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1724263150215_ldz-22__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-A-02.jpg?w=1024" class="image__asset" alt="A Data Cloud Console that shows data insights including spending by category. " sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-A-02.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-A-02.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-A-02.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-A-02.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> <div class="accordion__item accordion__item-3 show-hide__item " data-module-id="accordion-3" data-module-name="Visualized Insights" data-module-position="3" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1724263664438_wpt-33" class="accordion__trigger" id="show-hide1724263664438_wpt-33" aria-label="Visualized Insights"> <span class="accordion__title relative"> Visualized Insights <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1724263664438_wpt-33" id="rel1724263664438_wpt-33"> <div class="accordion__description"> <p>Understand household income, expenditures, and net worth based on insights and trends from Data Cloud that surface in Financial Services Cloud. Develop a deeper understanding of your customers and drive actions anywhere in Salesforce.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1724263664438_wpt-33__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-A-03.jpg?w=1024" class="image__asset" alt="A wealth management portal with visualized insights of household cash flow and spending by category." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-A-03.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-A-03.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-A-03.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-A-03.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--right " data-media-label="rel1724263150211_19yj-11__media--desktop" style="grid-row: 1 / span 6"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-A-01-1.jpg?w=1024" class="image__asset" alt="A Data Cloud console with a real-time personalization model." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-A-01-1.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-A-01-1.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-A-01-1.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-A-01-1.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--right show-hide__media--hidden" data-media-label="rel1724263150215_ldz-22__media--desktop" style="grid-row: 1 / span 6"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-A-02.jpg?w=1024" class="image__asset" alt="A Data Cloud Console that shows data insights including spending by category. " sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-A-02.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-A-02.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-A-02.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-A-02.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--right show-hide__media--hidden" data-media-label="rel1724263664438_wpt-33__media--desktop" style="grid-row: 1 / span 6"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-A-03.jpg?w=1024" class="image__asset" alt="A wealth management portal with visualized insights of household cash flow and spending by category." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-A-03.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-A-03.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-A-03.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-A-03.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </div> </div> </section> </div><div data-blade-id="1724263794100_4s5" data-blade-position="6" data-blade-name="sf/productfeature" data-blade-variant="productfeature" data-blade-source="www" data-blade-type="blade"> <section id="1724263794100_4s5" class="relative productfeature--blade blade_layout--left" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <div class="relative grid grid_main productfeature__content "> <div class="productfeature__content-group"> <header class="productfeature__blade-heading"> <h2 class="headline" style=" "> Drive growth through personalization. </h2> </header> <div class="productfeature__tabs"> <div class="accordion__item accordion__item-1 show-hide__item selected " data-module-id="accordion-1" data-module-name="Scale Prospecting" data-module-position="1" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="true" aria-controls="rel1724263794216_11px-11" class="accordion__trigger" id="show-hide1724263794216_11px-11" aria-label="Scale Prospecting"> <span class="accordion__title relative"> Scale Prospecting <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1724263794216_11px-11" id="rel1724263794216_11px-11"> <div class="accordion__description"> <p>Leverage Data Cloud to support segmentation at scale. Build actionable lists using data from Data Cloud and Actionable Segmentation in Financial Services Cloud to engage prospects and customers based on signals for financial life journeys.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1724263794216_11px-11__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-B-01.jpg?w=1024" class="image__asset" alt="A portal shows a wellness enthusiast segment with insights from customer affiliates to propensity to convert." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-B-01.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-B-01.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-B-01.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-B-01.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> <div class="accordion__item accordion__item-2 show-hide__item " data-module-id="accordion-2" data-module-name="Grow Wallet Share" data-module-position="2" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1724263794220_tzi-22" class="accordion__trigger" id="show-hide1724263794220_tzi-22" aria-label="Grow Wallet Share"> <span class="accordion__title relative"> Grow Wallet Share <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1724263794220_tzi-22" id="rel1724263794220_tzi-22"> <div class="accordion__description"> <p>Unlock upsell and cross-sell opportunities with insights from spending and savings habits as well as policyholder life events. Position your data for AI insights such as real-time financial wellness scores and next best actions.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1724263794220_tzi-22__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-B-02.jpg?w=1024" class="image__asset" alt="A retail banking portal shows client insights such as high-priority goals, as well as action items." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-B-02.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-B-02.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-B-02.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-B-02.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> <div class="accordion__item accordion__item-3 show-hide__item " data-module-id="accordion-3" data-module-name="Boost Seller Productivity" data-module-position="3" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1724263911987_4uy-33" class="accordion__trigger" id="show-hide1724263911987_4uy-33" aria-label="Boost Seller Productivity"> <span class="accordion__title relative"> Boost Seller Productivity <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1724263911987_4uy-33" id="rel1724263911987_4uy-33"> <div class="accordion__description"> <p>Provide hyper-relevant and insightful notifications in Financial Services Cloud based on calculated insights from Data Cloud.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1724263911987_4uy-33__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-B-03.jpg?w=1024" class="image__asset" alt="A console shows key alerts based on calculated insights. " sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-B-03.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-B-03.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-B-03.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-B-03.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--left " data-media-label="rel1724263794216_11px-11__media--desktop" style="grid-row: 1 / span 6"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-B-01.jpg?w=1024" class="image__asset" alt="A portal shows a wellness enthusiast segment with insights from customer affiliates to propensity to convert." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-B-01.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-B-01.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-B-01.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-B-01.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--left show-hide__media--hidden" data-media-label="rel1724263794220_tzi-22__media--desktop" style="grid-row: 1 / span 6"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-B-02.jpg?w=1024" class="image__asset" alt="A retail banking portal shows client insights such as high-priority goals, as well as action items." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-B-02.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-B-02.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-B-02.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-B-02.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--left show-hide__media--hidden" data-media-label="rel1724263911987_4uy-33__media--desktop" style="grid-row: 1 / span 6"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-B-03.jpg?w=1024" class="image__asset" alt="A console shows key alerts based on calculated insights. " sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-B-03.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-B-03.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-B-03.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-B-03.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </div> </div> </section> </div><div data-blade-id="1724264052600_j5k" data-blade-position="7" data-blade-name="sf/productfeature" data-blade-variant="productfeature" data-blade-source="www" data-blade-type="blade"> <section id="1724264052600_j5k" class="relative productfeature--blade blade_layout--right" > <div class="container"> <div class="relative grid grid_main productfeature__content "> <div class="productfeature__content-group"> <header class="productfeature__blade-heading"> <h2 class="headline" style=" "> Scale service with a complete view of the customer. </h2> </header> <div class="productfeature__tabs"> <div class="accordion__item accordion__item-1 show-hide__item selected " data-module-id="accordion-1" data-module-name="Reduce Churn" data-module-position="1" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="true" aria-controls="rel1724264052707_1aiu-11" class="accordion__trigger" id="show-hide1724264052707_1aiu-11" aria-label="Reduce Churn"> <span class="accordion__title relative"> Reduce Churn <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1724264052707_1aiu-11" id="rel1724264052707_1aiu-11"> <div class="accordion__description"> <p>Identify customers at risk of churn based on early warning signals and address customer issues the moment they occur. Deliver better, more efficient customer experiences that increase customer satisfaction.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1724264052707_1aiu-11__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-C-01.jpg?w=1024" class="image__asset" alt="Alerts indicate actions, possible fraudulent activity, and recommendations." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-C-01.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-C-01.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-C-01.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-C-01.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> <div class="accordion__item accordion__item-2 show-hide__item " data-module-id="accordion-2" data-module-name="Accelerate Onboarding" data-module-position="2" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1724264052711_4ny-22" class="accordion__trigger" id="show-hide1724264052711_4ny-22" aria-label="Accelerate Onboarding"> <span class="accordion__title relative"> Accelerate Onboarding <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1724264052711_4ny-22" id="rel1724264052711_4ny-22"> <div class="accordion__description"> <p>Trigger personalized onboarding journeys and offer relevant tips and resources based on financial and household data. Use AI to proactively identify when a customer needs help based on web engagement data from your self-service site.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1724264052711_4ny-22__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-C-02.jpg?w=1024" class="image__asset" alt="A dashboard shows how easy it is to personalize onboarding and deliver self-service options." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-C-02.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-C-02.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-C-02.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-C-02.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> <div class="accordion__item accordion__item-3 show-hide__item " data-module-id="accordion-3" data-module-name="Optimize Service Operations" data-module-position="3" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1724264102217_ew6-33" class="accordion__trigger" id="show-hide1724264102217_ew6-33" aria-label="Optimize Service Operations"> <span class="accordion__title relative"> Optimize Service Operations <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1724264102217_ew6-33" id="rel1724264102217_ew6-33"> <div class="accordion__description"> <p>Surface merchant alerting and transaction enrichment data in CRM using prebuilt connections that enable workflows and resolution all in Salesforce. Connect CRM, case, and customer feedback data to gain a comprehensive understanding of service operations and customer health across the business.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1724264102217_ew6-33__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-C-03.jpg?w=1024" class="image__asset" alt="A portal shows a comprehensive view of service transactions, disputes, and case resolution." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-C-03.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-C-03.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-C-03.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-C-03.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--right " data-media-label="rel1724264052707_1aiu-11__media--desktop" style="grid-row: 1 / span 6"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-C-01.jpg?w=1024" class="image__asset" alt="Alerts indicate actions, possible fraudulent activity, and recommendations." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-C-01.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-C-01.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-C-01.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-C-01.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--right show-hide__media--hidden" data-media-label="rel1724264052711_4ny-22__media--desktop" style="grid-row: 1 / span 6"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-C-02.jpg?w=1024" class="image__asset" alt="A dashboard shows how easy it is to personalize onboarding and deliver self-service options." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-C-02.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-C-02.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-C-02.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-C-02.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--right show-hide__media--hidden" data-media-label="rel1724264102217_ew6-33__media--desktop" style="grid-row: 1 / span 6"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-C-03.jpg?w=1024" class="image__asset" alt="A portal shows a comprehensive view of service transactions, disputes, and case resolution." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-C-03.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-C-03.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-C-03.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-C-03.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </div> </div> </section> </div><div data-blade-id="1724264279993_gjc" data-blade-position="8" data-blade-name="sf/productfeature" data-blade-variant="productfeature" data-blade-source="www" data-blade-type="blade"> <section id="1724264279993_gjc" class="relative productfeature--blade blade_layout--left" > <div class="container"> <div class="relative grid grid_main productfeature__content "> <div class="productfeature__content-group"> <header class="productfeature__blade-heading"> <h2 class="headline" style=" "> Enable hyper-personalized marketing. </h2> </header> <div class="productfeature__tabs"> <div class="accordion__item accordion__item-1 show-hide__item selected " data-module-id="accordion-1" data-module-name="Build and Activate Audiences" data-module-position="1" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="true" aria-controls="rel1724264280097_q0a-11" class="accordion__trigger" id="show-hide1724264280097_q0a-11" aria-label="Build and Activate Audiences"> <span class="accordion__title relative"> Build and Activate Audiences <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1724264280097_q0a-11" id="rel1724264280097_q0a-11"> <div class="accordion__description"> <p>Connect marketing, sales, service, and campaign performance data into unified profiles that marketers can use to quickly create target audience segments and activate them across channels — all through a user-friendly, AI-powered interface.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1724264280097_q0a-11__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-D-01.jpg?w=1024" class="image__asset" alt="An Einstein portal that shows key insights about audiences and segments. 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" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-D-02.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-D-02.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-D-02.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-D-02.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> <div class="accordion__item accordion__item-3 show-hide__item " data-module-id="accordion-3" data-module-name="Optimize Performance and Spend" data-module-position="3" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1724264472992_c4o-33" class="accordion__trigger" id="show-hide1724264472992_c4o-33" aria-label="Optimize Performance and Spend"> <span class="accordion__title relative"> Optimize Performance and Spend <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1724264472992_c4o-33" id="rel1724264472992_c4o-33"> <div class="accordion__description"> <p>Analyze the performance of your audiences and activations in a single view by connecting marketing and Financial Services Cloud data with third-party ad partners.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1724264472992_c4o-33__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-D-03.jpg?w=1024" class="image__asset" alt="A dashboard showing audience and activation performance in a single view. " sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-D-03.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-D-03.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-D-03.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-D-03.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--left " data-media-label="rel1724264280097_q0a-11__media--desktop" style="grid-row: 1 / span 6"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-D-01.jpg?w=1024" class="image__asset" alt="An Einstein portal that shows key insights about audiences and segments. 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class="nupfixed__blade-heading text--center"> <h2 class="headline" style=" "> Complete your data solution with products from across Salesforce. </h2> </header> <div class="cards cards--carousel"> <div class="scrollable carousel__scrollable"> <div class="carousel__wrapper scrollable__content-wrapper" data-component="carousel" data-component-id="carousel-complete_you" aria-label="Carousel" > <button role="button" class="left-nav hidden" tabindex="-1" aria-label="Previous Slide"></button> <button role="button" class="right-nav hidden" tabindex="-1" aria-label="Next Slide"></button> <div class="carousel scrollable__content carousel--fade-left carousel--fade-right pb-16"> <div class="card card__1 card__wrapper carousel-card" data-module-id="1724356522736_12l9" aria-label="slide 1 of 4" role="group" data-module-position="1" data-module-type="card_productaddon" data-module-name="Financial Services Cloud" > <div class="card--card_productaddon pbc-g-elevation-2 border-rad-16"> <div class="card--mask border-rad-16"> <div class="card__content__wrapper" style="border-top: #D17DFE solid 8px" > <div class="card__text__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline" style=" "> <a href="https://www.salesforce.com/financial-services/cloud/" data-link-text="Financial Services Cloud" data-link-url="https://www.salesforce.com/financial-services/cloud/" data-link-type="header" target=""> Financial Services Cloud </a> </h3> <div class="card__description"> <p>Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.</p> </div> </div> <div class="cta_container flex ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Learn more" data-link-url="https://www.salesforce.com/financial-services/cloud/" data-link-type="primary cta" > <a class="cta_button" data-size="small" data-variant="cardText" data-stacking="default" aria-label="Learn more: Financial Services Cloud" href="https://www.salesforce.com/financial-services/cloud/" > Learn more </a> </pbc-button> </div> </div> </div> </div> </div> </div> <div class="card card__2 card__wrapper carousel-card" data-module-id="1724356522744_tow" aria-label="slide 2 of 4" role="group" data-module-position="2" data-module-type="card_productaddon" data-module-name="Data Cloud" > <div class="card--card_productaddon pbc-g-elevation-2 border-rad-16"> <div class="card--mask border-rad-16"> <div class="card__content__wrapper" style="border-top: #90D0FE solid 8px" > <div class="card__text__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline" style=" "> <a href="https://www.salesforce.com/financial-services/financial-services-data-platform/" data-link-text="Data Cloud" data-link-url="https://www.salesforce.com/financial-services/financial-services-data-platform/" data-link-type="header" target=""> Data Cloud </a> </h3> <div class="card__description"> <p>Activate all your customer data across Salesforce applications.</p> </div> </div> <div class="cta_container flex ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Learn more" data-link-url="https://www.salesforce.com/financial-services/financial-services-data-platform/" data-link-type="primary cta" > <a class="cta_button" data-size="small" data-variant="cardText" data-stacking="default" aria-label="Learn more: Data Cloud" href="https://www.salesforce.com/financial-services/financial-services-data-platform/" > Learn more </a> </pbc-button> </div> </div> </div> </div> </div> </div> <div class="card card__3 card__wrapper carousel-card" data-module-id="1724356522753_kxi" aria-label="slide 3 of 4" role="group" data-module-position="3" data-module-type="card_productaddon" data-module-name="Intelligence for Financial Services" > <div class="card--card_productaddon pbc-g-elevation-2 border-rad-16"> <div class="card--mask border-rad-16"> <div class="card__content__wrapper" style="border-top: #D17DFE solid 8px" > <div class="card__text__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline" style=" "> <a href="https://www.salesforce.com/sales/revenue-intelligence/" data-link-text="Intelligence for Financial Services" data-link-url="https://www.salesforce.com/sales/revenue-intelligence/" data-link-type="header" target=""> Intelligence for Financial Services </a> </h3> <div class="card__description"> <p>Help your entire team find important answers and start making data-driven decisions.</p> </div> </div> <div class="cta_container flex ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Learn more" data-link-url="https://www.salesforce.com/sales/revenue-intelligence/" data-link-type="primary cta" > <a class="cta_button" data-size="small" data-variant="cardText" data-stacking="default" aria-label="Learn more: Intelligence for Financial Services" href="https://www.salesforce.com/sales/revenue-intelligence/" > Learn more </a> </pbc-button> </div> </div> </div> </div> </div> </div> <div class="card card__4 card__wrapper carousel-card" data-module-id="1724356522759_656" aria-label="slide 4 of 4" role="group" data-module-position="4" data-module-type="card_productaddon" data-module-name="Marketing Cloud" > <div class="card--card_productaddon pbc-g-elevation-2 border-rad-16"> <div class="card--mask border-rad-16"> <div class="card__content__wrapper" style="border-top: #FE9339 solid 8px" > <div class="card__text__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline" style=" "> <a href="https://www.salesforce.com/marketing/" data-link-text="Marketing Cloud" data-link-url="https://www.salesforce.com/marketing/" data-link-type="header" target=""> Marketing Cloud </a> </h3> <div class="card__description"> <p>Personalize customer experiences and optimize each campaign with data-first solutions for any channel and device.</p> </div> </div> <div class="cta_container flex ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Learn more" data-link-url="https://www.salesforce.com/marketing/" data-link-type="primary cta" > <a class="cta_button" data-size="small" data-variant="cardText" data-stacking="default" aria-label="Learn more: Marketing Cloud" href="https://www.salesforce.com/marketing/" > Learn more </a> </pbc-button> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="background__gradient" style="background-image: linear-gradient(180deg, #FFFFFF 0%, rgb(255, 255, 255) 100%);"></div> <div class="blade__background blade__background--partial-overlap" aria-hidden="true"> <div class="background__graphics background__graphics--overlap background__graphics--with-background-image"> <div class="blade__background-image"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/bg-products.jpg?w=1024" class="background__image" alt="" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/bg-products.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/bg-products.jpg?resize=300,92 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/bg-products.jpg?resize=768,234 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/bg-products.jpg?resize=1024,312 1024w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/bg-products.jpg?resize=1536,468 1536w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/bg-products.jpg?resize=2048,625 2048w" width="100%"/> </div> </div> <div class="background__padding--partial-overlap"></div> </div> </section> </div><div data-blade-id="1724265055854_199b" data-blade-position="10" data-blade-name="sf/oneup" data-blade-variant="oneup" data-blade-source="www" data-blade-type="blade"> <section id="1724265055854_199b" class="relative oneup--blade oneup--right-image" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main grid--onebyone" data-module-track-impressions="" data-module-id="1724265055854_199b" data-module-name="Build the perfect customer service solution in Financial Services Cloud with our help." data-module-position="1" data-module-type="headline"> <div class="image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/FINS-How-to-Buy.png?w=1024" class="image__asset" alt="An industry dashboard showing accounts and action launcher all tied in with Einstein" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/FINS-How-to-Buy.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/FINS-How-to-Buy.png?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/FINS-How-to-Buy.png?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/FINS-How-to-Buy.png?resize=1024,1024 1024w" height="1024" width="1024"/> </div> <div class="content__wrapper"> <div class="content__container"> <header class="oneup__blade-heading"> <h2 class="headline" style=" "> Build the perfect customer service solution in Financial Services Cloud with our help. </h2> <div class="blade__description"> <p>Get in touch today and our experts will guide you through the process step by step:</p> <ul> <li>Chose the right Financial Services Cloud edition as your foundation.</li> <li>Add products/services needed, if not already included.</li> <li>Customize the final result with apps, services, support.</li> </ul> </div> </header> <div class="cta_container flex flex--right ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Contact us" data-link-url="https://www.salesforce.com/form/contact/contactme-financial-services/?d=pb" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="primary" data-stacking="default" aria-label="Contact us: Build the perfect customer service solution in Financial Services Cloud with our help." href="https://www.salesforce.com/form/contact/contactme-financial-services/?d=pb" target="_blank" rel="noopener" > Contact us </a> </pbc-button> </div> </div> </div> </article> </div> </section> </div><div data-blade-id="1724265263551_adu" data-blade-position="11" data-blade-name="sf/oneup" data-blade-variant="oneup" data-blade-source="www" data-blade-type="blade"> <section id="1724265263551_adu" class="relative oneup--blade oneup--left-image" > <div class="container container--min-spacing-top"> <article class="grid grid_main grid--onebyone" data-module-track-impressions="" data-module-id="1724265263551_adu" data-module-name="Personalize Engagement" data-module-position="1" data-module-type="headline"> <div class="image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-personal-engagement.jpg?w=1024" class="image__asset" alt="Abstraction of transaction dispute log with transaction id dates and amounts" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-personal-engagement.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-personal-engagement.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-personal-engagement.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-personal-engagement.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> <div class="content__wrapper"> <div class="content__container"> <header class="oneup__blade-heading"> <h2 class="headline" style=" "> Personalize Engagement </h2> <div class="blade__description"> <p>Automate service engagements across digital and in-person experiences.</p> </div> </header> <div class="cta_container flex flex--left ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Learn more" data-link-url="https://www.salesforce.com/financial-services/personalization/" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="primary" data-stacking="default" aria-label="Learn more: Personalize Engagement" href="https://www.salesforce.com/financial-services/personalization/" > Learn more </a> </pbc-button> </div> </div> </div> </article> </div> </section> </div><div data-blade-id="1680270347531_183w" data-blade-position="12" data-blade-name="sf/nup" data-blade-variant="nup" data-blade-source="www" data-blade-type="blade"> <section id="1680270347531_183w" class="relative nup--blade layout--1 nup--card_quote" > <div class="container background__present"> <div class="grid grid_main nup nup__1 no-header"> <div class="cards cards--minimal"> <article class="card card__1 card__wrapper " data-module-track-impressions="" data-module-id="1680270354893_96o" data-module-name="Ira Williams" data-module-position="1" data-module-type="card_quote" > <div class="card--card_quote pbc-g-elevation-2 flex border-rad-16 "> <div class="card_quote_align--left"> <div class="card_quote--background-swoosh" aria-hidden="true"> <svg width="1280" height="459" viewBox="0 0 1280 459" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M2462 -979C2462 -184.814 1812.81 459 1012 459C211.187 459 -438 -184.814 -438 -979C-438 -1773.19 211.187 -2417 1012 -2417C1812.81 -2417 2462 -1773.19 2462 -979Z" fill="rgb(259, 240, 255)"/> </svg> </div> <div class="card__image__wrapper"> <a href="https://www.salesforce.com/form/events/webinars/form-rss/4501858/?d=pb" tabindex="-1" aria-hidden="true" data-link-url="https://www.salesforce.com/form/events/webinars/form-rss/4501858/?d=pb" data-link-type="image" target="_blank"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/cloud-einstein1-pdp-RBC_LG.png?w=321" class="card__image" alt="Ira Williams, Chief Retail Officer, BayPort Credit Union" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/cloud-einstein1-pdp-RBC_LG.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/cloud-einstein1-pdp-RBC_LG.png?resize=300,300 300w" height="321" width="321"/> </a> </div> <div class="card__content__wrapper"> <blockquote class="card__copy__wrapper"> <div class="card__quote-mark card__quote--us" aria-hidden="true"></div> <h3 class="card__headline" style=" "> <a href="https://www.salesforce.com/form/events/webinars/form-rss/4501858/?d=pb" data-link-text="Looking to the future, we’re really excited about Data Cloud for Financial Services and what it can do for us. One of our potential use cases is tracing money movement within the organization or attrition of members leaving." data-link-url="https://www.salesforce.com/form/events/webinars/form-rss/4501858/?d=pb" data-link-type="header" target="_blank"> Looking to the future, we’re really excited about Data Cloud for Financial Services and what it can do for us. One of our potential use cases is tracing money movement within the organization or attrition of members leaving. </a> </h3> <div class="tagline_wrapper"> <div class="name"> Ira Williams </div> <div class="role_company"> Chief Retail Officer, BayPort Credit Union </div> </div> </blockquote> <div class="cta_container flex"> <pbc-button class="cta_button__wrapper" data-link-text="Watch the webinar" data-link-url="https://www.salesforce.com/form/events/webinars/form-rss/4501858/?d=pb" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="secondaryWithMobileText" data-stacking="wideM" aria-label="Watch the webinar: Ira Williams" href="https://www.salesforce.com/form/events/webinars/form-rss/4501858/?d=pb" target="_blank" rel="noopener" > Watch the webinar </a> </pbc-button> </div> </div> </div> </div> </article> </div> </div> </div> <div class="background__gradient" style="background-image: linear-gradient(180deg, #FFFFFF 0%, rgb(255, 255, 255) 100%);"></div> <div class="blade__background blade__background--partial-overlap" aria-hidden="true"> <div class="background__graphics background__graphics--overlap background__graphics--with-background-image"> <div class="blade__background-image"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/04/n-up-sales-cloud-background-customer.webp?w=1024" class="background__image" alt="" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/04/n-up-sales-cloud-background-customer.webp?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/04/n-up-sales-cloud-background-customer.webp?resize=300,91 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/04/n-up-sales-cloud-background-customer.webp?resize=768,234 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/04/n-up-sales-cloud-background-customer.webp?resize=1024,312 1024w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/04/n-up-sales-cloud-background-customer.webp?resize=1536,468 1536w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/04/n-up-sales-cloud-background-customer.webp?resize=2048,624 2048w" width="100%"/> </div> </div> <div class="background__padding--partial-overlap"></div> </div> </section> </div><div data-blade-id="1724361688668_p0n" data-blade-position="13" data-blade-name="sf/nupfixed" data-blade-variant="nupfixed" data-blade-source="www" data-blade-type="blade"> <section id="1724361688668_p0n" class="relative nupfixed--blade layout--7 nupfixed--card_productaddon" > <div class="container carousel__container background__present"> <div class="grid grid_main nupfixed nupfixed__7 nupfixed__gridThree"> <header class="nupfixed__blade-heading text--center"> <h2 class="headline" style=" "> Learn more about what Salesforce can do for financial services firms. </h2> </header> <div class="cards cards--carousel"> <div class="scrollable carousel__scrollable"> <div class="carousel__wrapper scrollable__content-wrapper" data-component="carousel" data-component-id="carousel-learn_more_a" aria-label="Carousel" > <button role="button" class="left-nav hidden" tabindex="-1" aria-label="Previous Slide"></button> <button role="button" class="right-nav hidden" tabindex="-1" aria-label="Next Slide"></button> <div class="carousel scrollable__content carousel--fade-left carousel--fade-right pb-16"> <div class="card card__1 card__wrapper carousel-card" data-module-id="1724361688610_19fk" aria-label="slide 1 of 7" role="group" data-module-position="1" data-module-type="card_productaddon" data-module-name="Retail Banking" > <div class="card--card_productaddon pbc-g-elevation-2 border-rad-16"> <div class="card--mask border-rad-16"> <div class="card__content__wrapper" style="border-top: #D17DFE solid 8px" > <div class="card__text__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline" style=" "> <a href="https://www.salesforce.com/financial-services/banking-software/" data-link-text="Retail Banking" data-link-url="https://www.salesforce.com/financial-services/banking-software/" data-link-type="header" target=""> Retail Banking </a> </h3> <div class="card__description"> <p>Boost customer satisfaction with data and AI-powered experiences.</p> </div> </div> <div class="cta_container flex ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Learn more" data-link-url="https://www.salesforce.com/financial-services/banking-software/" data-link-type="primary cta" > <a class="cta_button" data-size="small" data-variant="cardText" data-stacking="default" aria-label="Learn more: Retail Banking" href="https://www.salesforce.com/financial-services/banking-software/" > Learn more </a> </pbc-button> </div> </div> </div> </div> </div> </div> <div class="card card__2 card__wrapper carousel-card" data-module-id="1724361688614_178l" aria-label="slide 2 of 7" role="group" data-module-position="2" data-module-type="card_productaddon" data-module-name="Life and Annuity" > <div class="card--card_productaddon pbc-g-elevation-2 border-rad-16"> <div class="card--mask border-rad-16"> <div class="card__content__wrapper" style="border-top: #D17DFE solid 8px" > <div class="card__text__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline" style=" "> <a href="https://www.salesforce.com/financial-services/life-insurance-management-software/" data-link-text="Life and Annuity" data-link-url="https://www.salesforce.com/financial-services/life-insurance-management-software/" data-link-type="header" target=""> Life and Annuity </a> </h3> <div class="card__description"> <p>Unlock the value of data and AI for policyholders.</p> </div> </div> <div class="cta_container flex ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Learn more" data-link-url="https://www.salesforce.com/financial-services/life-insurance-management-software/" data-link-type="primary cta" > <a class="cta_button" data-size="small" data-variant="cardText" data-stacking="default" aria-label="Learn more: Life and Annuity" href="https://www.salesforce.com/financial-services/life-insurance-management-software/" > Learn more </a> </pbc-button> </div> </div> </div> </div> </div> </div> <div class="card card__3 card__wrapper carousel-card" data-module-id="1724361688617_jc3" aria-label="slide 3 of 7" role="group" data-module-position="3" data-module-type="card_productaddon" data-module-name="Group Benefits" > <div class="card--card_productaddon pbc-g-elevation-2 border-rad-16"> <div class="card--mask border-rad-16"> <div class="card__content__wrapper" style="border-top: #D17DFE solid 8px" > <div class="card__text__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline" style=" "> <a href="https://www.salesforce.com/financial-services/group-benefits-administration-software/" data-link-text="Group Benefits" data-link-url="https://www.salesforce.com/financial-services/group-benefits-administration-software/" data-link-type="header" target=""> Group Benefits </a> </h3> <div class="card__description"> <p>Transform your group benefits business with trusted data and AI.</p> </div> </div> <div class="cta_container flex ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Learn more" data-link-url="https://www.salesforce.com/financial-services/group-benefits-administration-software/" data-link-type="primary cta" > <a class="cta_button" data-size="small" data-variant="cardText" data-stacking="default" aria-label="Learn more: Group Benefits" href="https://www.salesforce.com/financial-services/group-benefits-administration-software/" > Learn more </a> </pbc-button> </div> </div> </div> </div> </div> </div> <div class="card card__4 card__wrapper carousel-card" data-module-id="1724361688624_a9b" aria-label="slide 4 of 7" role="group" data-module-position="4" data-module-type="card_productaddon" data-module-name="Property and Casualty" > <div class="card--card_productaddon pbc-g-elevation-2 border-rad-16"> <div class="card--mask border-rad-16"> <div class="card__content__wrapper" style="border-top: #D17DFE solid 8px" > <div class="card__text__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline" style=" "> <a href="https://www.salesforce.com/financial-services/property-casualty-insurance-software/" data-link-text="Property and Casualty" data-link-url="https://www.salesforce.com/financial-services/property-casualty-insurance-software/" data-link-type="header" target=""> Property and Casualty </a> </h3> <div class="card__description"> <p>Grow policyholder relationships with trusted data and AI.</p> </div> </div> <div class="cta_container flex ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Learn more" data-link-url="https://www.salesforce.com/financial-services/property-casualty-insurance-software/" data-link-type="primary cta" > <a class="cta_button" data-size="small" data-variant="cardText" data-stacking="default" aria-label="Learn more: Property and Casualty" href="https://www.salesforce.com/financial-services/property-casualty-insurance-software/" > Learn more </a> </pbc-button> </div> </div> </div> </div> </div> </div> <div class="card card__5 card__wrapper carousel-card" data-module-id="1724361984830_527" aria-label="slide 5 of 7" role="group" data-module-position="5" data-module-type="card_productaddon" data-module-name="Agencies and Brokerages" > <div class="card--card_productaddon pbc-g-elevation-2 border-rad-16"> <div class="card--mask border-rad-16"> <div class="card__content__wrapper" style="border-top: #D17DFE solid 8px" > <div class="card__text__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline" style=" "> <a href="https://www.salesforce.com/financial-services/insurance-agency-management-software/" data-link-text="Agencies and Brokerages" data-link-url="https://www.salesforce.com/financial-services/insurance-agency-management-software/" data-link-type="header" target=""> Agencies and Brokerages </a> </h3> <div class="card__description"> <p>Drive efficient growth for your agency or brokerage with trusted data and AI.</p> </div> </div> <div class="cta_container flex ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Learn more" data-link-url="https://www.salesforce.com/financial-services/insurance-agency-management-software/" data-link-type="primary cta" > <a class="cta_button" data-size="small" data-variant="cardText" data-stacking="default" aria-label="Learn more: Agencies and Brokerages" href="https://www.salesforce.com/financial-services/insurance-agency-management-software/" > Learn more </a> </pbc-button> </div> </div> </div> </div> </div> </div> <div class="card card__6 card__wrapper carousel-card" data-module-id="1724362031480_e96" aria-label="slide 6 of 7" role="group" data-module-position="6" data-module-type="card_productaddon" data-module-name="Wealth Management" > <div class="card--card_productaddon pbc-g-elevation-2 border-rad-16"> <div class="card--mask border-rad-16"> <div class="card__content__wrapper" style="border-top: #D17DFE solid 8px" > <div class="card__text__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline" style=" "> <a href="https://www.salesforce.com/financial-services/wealth-management-software/" data-link-text="Wealth Management" data-link-url="https://www.salesforce.com/financial-services/wealth-management-software/" data-link-type="header" target=""> Wealth Management </a> </h3> <div class="card__description"> <p>Unlock data to grow client relationships and AUM with trusted AI.</p> </div> </div> <div class="cta_container flex ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Learn more" data-link-url="https://www.salesforce.com/financial-services/wealth-management-software/" data-link-type="primary cta" > <a class="cta_button" data-size="small" data-variant="cardText" data-stacking="default" aria-label="Learn more: Wealth Management" href="https://www.salesforce.com/financial-services/wealth-management-software/" > Learn more </a> </pbc-button> </div> </div> </div> </div> </div> </div> <div class="card card__7 card__wrapper carousel-card" data-module-id="1724362067845_194r" aria-label="slide 7 of 7" role="group" data-module-position="7" data-module-type="card_productaddon" data-module-name="Asset Management" > <div class="card--card_productaddon pbc-g-elevation-2 border-rad-16"> <div class="card--mask border-rad-16"> <div class="card__content__wrapper" style="border-top: #D17DFE solid 8px" > <div class="card__text__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline" style=" "> <a href="https://www.salesforce.com/financial-services/asset-management-crm/" data-link-text="Asset Management" data-link-url="https://www.salesforce.com/financial-services/asset-management-crm/" data-link-type="header" target=""> Asset Management </a> </h3> <div class="card__description"> <p>Empower client success and boost employee productivity with trusted data and AI.</p> </div> </div> <div class="cta_container flex ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Learn more" data-link-url="https://www.salesforce.com/financial-services/asset-management-crm/" data-link-type="primary cta" > <a class="cta_button" data-size="small" data-variant="cardText" data-stacking="default" aria-label="Learn more: Asset Management" href="https://www.salesforce.com/financial-services/asset-management-crm/" > Learn more </a> </pbc-button> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="background__gradient" style="background-image: linear-gradient(180deg, #FFFFFF 0%, rgb(255, 255, 255) 100%);"></div> <div class="blade__background blade__background--partial-overlap" aria-hidden="true"> <div class="background__graphics 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text--center"> <h2 class="headline" style=" "> Hit the ground running with financial services tips, tricks, and best practices. </h2> </header> <div class="cards"> <article class="card card__1 card__wrapper " data-module-track-impressions="" data-module-id="1668667220231_seq" data-module-name="The Financial Services Playbook for Effective Data Maturity" data-module-position="1" data-module-type="card_resource" > <div class="card--card_resource card--generic_card pbc-g-elevation-2 flex border-rad-16 "> <div class="card__image__wrapper"> <a href="https://www.salesforce.com/resources/financial-services/financial-services-ai-data-maturity-playbook/" tabindex="-1" aria-label="The Financial Services Playbook for Effective Data Maturity" data-link-url="https://www.salesforce.com/resources/financial-services/financial-services-ai-data-maturity-playbook/" data-link-type="image" target="_self"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/Data-maturity-rc.png?w=1024" class="card__image" alt="Data Maturity Playbook" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/Data-maturity-rc.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/Data-maturity-rc.png?resize=300,169 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/Data-maturity-rc.png?resize=768,432 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/Data-maturity-rc.png?resize=1024,576 1024w" height="auto" width="auto"/> </a> </div> <div class="card__content__wrapper"> <div class="card__copy__wrapper"> <span class="badge blue95 pl-12 pr-12">Guide</span> <h3 class="card__headline mb-16" style=" "> <a href="https://www.salesforce.com/resources/financial-services/financial-services-ai-data-maturity-playbook/" data-link-text="The Financial Services Playbook for Effective Data Maturity" data-link-url="https://www.salesforce.com/resources/financial-services/financial-services-ai-data-maturity-playbook/" data-link-type="header" target="_self"> The Financial Services Playbook for Effective Data Maturity </a> </h3> </div> <div class="cta_container flex flex--center"> <pbc-button class="cta_button__wrapper" data-link-text="Get the guide" data-link-url="https://www.salesforce.com/resources/financial-services/financial-services-ai-data-maturity-playbook/" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="cardText" data-stacking="wideM" aria-label="Get the guide: The Financial Services Playbook for Effective Data Maturity" href="https://www.salesforce.com/resources/financial-services/financial-services-ai-data-maturity-playbook/" target="_self" rel="noopener" > Get the guide </a> </pbc-button> </div> </div> </div> </article> <article class="card card__2 card__wrapper " data-module-track-impressions="" data-module-id="1668667491762_lzs" data-module-name="Build Your Data Strategy with New Winter ’24 Innovation from Financial Services Cloud" data-module-position="2" data-module-type="card_resource" > <div class="card--card_resource card--generic_card pbc-g-elevation-2 flex border-rad-16 "> <div class="card__image__wrapper"> <a href="https://www.salesforce.com/form/events/webinars/form-rss/4342162/?d=pb" tabindex="-1" aria-label="Build Your Data Strategy with New Winter ’24 Innovation from Financial Services Cloud" data-link-url="https://www.salesforce.com/form/events/webinars/form-rss/4342162/?d=pb" data-link-type="image" target="_blank"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/Winter-23-Webinar.png?w=1024" class="card__image" alt="Build Your Data Strategy with New Winter ’24 Innovation from Financial Services Cloud" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/Winter-23-Webinar.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/Winter-23-Webinar.png?resize=300,169 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/Winter-23-Webinar.png?resize=768,432 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/Winter-23-Webinar.png?resize=1024,576 1024w" height="auto" width="auto"/> </a> </div> <div class="card__content__wrapper"> <div class="card__copy__wrapper"> <span class="badge blue95 pl-12 pr-12">Webinar</span> <h3 class="card__headline mb-16" style=" "> <a href="https://www.salesforce.com/form/events/webinars/form-rss/4342162/?d=pb" data-link-text="Build Your Data Strategy with New Winter ’24 Innovation from Financial Services Cloud" data-link-url="https://www.salesforce.com/form/events/webinars/form-rss/4342162/?d=pb" data-link-type="header" target="_blank"> Build Your Data Strategy with New Winter ’24 Innovation from Financial Services Cloud </a> </h3> </div> <div class="cta_container flex flex--center"> <pbc-button class="cta_button__wrapper" data-link-text="Watch the webinar" data-link-url="https://www.salesforce.com/form/events/webinars/form-rss/4342162/?d=pb" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="cardText" data-stacking="wideM" aria-label="Watch the webinar: Build Your Data Strategy with New Winter ’24 Innovation from Financial Services Cloud" href="https://www.salesforce.com/form/events/webinars/form-rss/4342162/?d=pb" target="_blank" rel="noopener" > Watch the webinar </a> </pbc-button> </div> </div> </div> </article> <article class="card card__3 card__wrapper " data-module-track-impressions="" data-module-id="1668667492859_y68" data-module-name="The Connected Financial Service Report" data-module-position="3" data-module-type="card_resource" > <div class="card--card_resource card--generic_card pbc-g-elevation-2 flex border-rad-16 "> <div class="card__image__wrapper"> <a href="https://www.salesforce.com/resources/research-reports/financial-services-report/" tabindex="-1" aria-label="The Connected Financial Service Report" data-link-url="https://www.salesforce.com/resources/research-reports/financial-services-report/" data-link-type="image" target="_self"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/The-Connected-Financial-Service-Report-1.png?w=1024" class="card__image" alt="The Connected Financial Service Report" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/The-Connected-Financial-Service-Report-1.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/The-Connected-Financial-Service-Report-1.png?resize=300,169 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/The-Connected-Financial-Service-Report-1.png?resize=768,432 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/The-Connected-Financial-Service-Report-1.png?resize=1024,576 1024w" height="auto" width="auto"/> </a> </div> <div class="card__content__wrapper"> <div class="card__copy__wrapper"> <span class="badge blue95 pl-12 pr-12">Report</span> <h3 class="card__headline mb-16" style=" "> <a href="https://www.salesforce.com/resources/research-reports/financial-services-report/" data-link-text="The Connected Financial Service Report" data-link-url="https://www.salesforce.com/resources/research-reports/financial-services-report/" data-link-type="header" target="_self"> The Connected Financial Service Report </a> </h3> </div> <div class="cta_container flex flex--center"> <pbc-button class="cta_button__wrapper" data-link-text="Get the report" data-link-url="https://www.salesforce.com/resources/research-reports/financial-services-report/" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="cardText" data-stacking="wideM" aria-label="Get the report: The Connected Financial Service Report" href="https://www.salesforce.com/resources/research-reports/financial-services-report/" target="_self" rel="noopener" > Get the report </a> </pbc-button> </div> </div> </div> </article> <article class="card card__4 card__wrapper " data-module-track-impressions="" data-module-id="1670625781948_gt3" data-module-name="Unify Your Enterprise Data with Data Cloud " data-module-position="4" data-module-type="card_resource" > <div class="card--card_resource card--generic_card pbc-g-elevation-2 flex border-rad-16 "> <div class="card__image__wrapper"> <a href="https://www.salesforce.com/form/demo/data-cloud-demo/?d=pb" tabindex="-1" aria-label="Unify Your Enterprise Data with Data Cloud " data-link-url="https://www.salesforce.com/form/demo/data-cloud-demo/?d=pb" data-link-type="image" target="_blank"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-resource-4.jpg?w=1024" class="card__image" alt="Data Cloud Demo Video" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-resource-4.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-resource-4.jpg?resize=300,169 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-resource-4.jpg?resize=768,432 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/fins-data-cloud-resource-4.jpg?resize=1024,576 1024w" height="auto" width="auto"/> </a> </div> <div class="card__content__wrapper"> <div class="card__copy__wrapper"> <span class="badge blue95 pl-12 pr-12">Demo</span> <h3 class="card__headline mb-16" style=" "> <a href="https://www.salesforce.com/form/demo/data-cloud-demo/?d=pb" data-link-text="Unify Your Enterprise Data with Data Cloud " data-link-url="https://www.salesforce.com/form/demo/data-cloud-demo/?d=pb" data-link-type="header" target="_blank"> Unify Your Enterprise Data with Data Cloud </a> </h3> </div> <div class="cta_container flex flex--center"> <pbc-button class="cta_button__wrapper" data-link-text="Watch demo" data-link-url="https://www.salesforce.com/form/demo/data-cloud-demo/?d=pb" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="cardText" data-stacking="wideM" aria-label="Watch demo: Unify Your Enterprise Data with Data Cloud" href="https://www.salesforce.com/form/demo/data-cloud-demo/?d=pb" target="_blank" rel="noopener" > Watch demo </a> </pbc-button> </div> </div> </div> </article> </div> <div class="nup_cta" data-module-name="Hit the ground running with financial services tips, tricks, and best practices." data-module-position="5" data-module-id="0" data-module-type="cta"> <div class="cta_container flex flex--center ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="See all resources" data-link-url="https://www.salesforce.com/resources/financial-services/" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="secondary" data-stacking="default" aria-label="See all resources: Hit the ground running with financial services tips, tricks, and best practices." href="https://www.salesforce.com/resources/financial-services/" target="_self" rel="noopener" > See all resources </a> </pbc-button> </div> </div> </div> </div> </section> </div><div data-blade-id="1679672709340_17ip_5716215" data-blade-position="16" data-blade-name="sf/contactus" data-blade-variant="contactus" data-blade-source="www" data-blade-type="blade"> <section id="1679672709340_17ip_5716215" class="relative contactus--blade contactus--link_below layout--3 contactus--card_contactus" > <div class="container container--min-spacing-bottom container--min-spacing-top background__present"> <div class="grid grid_main contactus contactus__3 contactus__gridThree"> <header class="contactus__blade-heading text--center"> <h2 class="headline" style=" "> Ready to take the next step with the world’s #1 AI CRM for Financial Services? </h2> </header> <div class="cards"> <article class="card card__1 card__wrapper" data-module-id="1679672709316_j1m" data-module-type="card_contactus" data-module-name="Start your trial." data-module-position="1" data-module-track-impressions="" > <div class="card--card_contactus pbc-g-elevation-2 flex border-rad-16"> <div class="card__image__wrapper"> <div class="card__icon__wrapper"> <img class="card__brand__image" src="https://wp.salesforce.com/en-us/wp-content/uploads/sites/4/2024/08/screen.svg" loading="lazy" aria-hidden="true" aria-label="" /> </div> </div> <div class="card__content__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline mt-8 mb-8 mobile-mt-8 mobile-mb-8 pbc-g-text-display-6" style=" "> Start your trial. </h3> <div class="card__description pbc-g-text-body-2 mobile-mb-20 mb-32 mt-8"> <p>Try Financial Services Cloud free for 30 days. No credit card. No installations.</p> </div> </div> <div class="cta_container flex"> <pbc-button class="cta_button__wrapper" data-link-text="Try for free" data-link-url="https://www.salesforce.com/form/signup/financial-services-cloud-trial/?d=pb" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="cardText" data-stacking="default" aria-label="Try for free: Start your trial." href="https://www.salesforce.com/form/signup/financial-services-cloud-trial/?d=pb" target="_blank" rel="noopener" > Try for free </a> </pbc-button> </div> </div> </div> </article> <article class="card card__2 card__wrapper" data-module-id="1679672709319_hhx" data-module-type="card_contactus" data-module-name="Talk to an expert." data-module-position="2" data-module-track-impressions="" > <div class="card--card_contactus pbc-g-elevation-2 flex border-rad-16"> <div class="card__image__wrapper"> <div class="card__icon__wrapper"> <img class="card__brand__image" src="https://wp.salesforce.com/en-us/wp-content/uploads/sites/4/2024/08/call.svg" loading="lazy" aria-hidden="true" aria-label="" /> </div> </div> <div class="card__content__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline mt-8 mb-8 mobile-mt-8 mobile-mb-8 pbc-g-text-display-6" style=" "> Talk to an expert. </h3> <div class="card__description pbc-g-text-body-2 mobile-mb-20 mb-32 mt-8"> <p>Tell us a bit more so the right person can reach out faster.</p> </div> </div> <div class="cta_container flex"> <pbc-button class="cta_button__wrapper" data-link-text="Request a call" data-link-url="https://www.salesforce.com/form/contact/contactme-financial-services/?d=pb" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="cardText" data-stacking="default" aria-label="Request a call: Talk to an expert." href="https://www.salesforce.com/form/contact/contactme-financial-services/?d=pb" target="_blank" rel="noopener" > Request a call </a> </pbc-button> </div> </div> </div> </article> <article class="card card__3 card__wrapper" data-module-id="1679672709324_g6f" data-module-type="card_contactus" data-module-name="Watch a demo." data-module-position="3" data-module-track-impressions="" > <div class="card--card_contactus pbc-g-elevation-2 flex border-rad-16"> <div class="card__image__wrapper"> <div class="card__icon__wrapper"> <img class="card__brand__image" src="https://wp.salesforce.com/en-us/wp-content/uploads/sites/4/2024/08/play.svg" loading="lazy" aria-hidden="true" aria-label="" /> </div> </div> <div class="card__content__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline mt-8 mb-8 mobile-mt-8 mobile-mb-8 pbc-g-text-display-6" style=" "> Watch a demo. </h3> <div class="card__description pbc-g-text-body-2 mobile-mb-20 mb-32 mt-8"> <p>Learn how Salesforce for financial services empowers customers' financial success.</p> </div> </div> <div class="cta_container flex"> <pbc-button class="cta_button__wrapper" data-link-text="See demo" data-link-url="https://www.salesforce.com/form/industries/financial-services/demo/demo-sf-for-financial-services/?d=pb" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="cardText" data-stacking="default" aria-label="See demo: Watch a demo." href="https://www.salesforce.com/form/industries/financial-services/demo/demo-sf-for-financial-services/?d=pb" target="_blank" rel="noopener" > See demo </a> </pbc-button> </div> </div> </div> </article> </div> </div> </div> <div class="background__gradient" style="background-image: linear-gradient(180deg, #FFFFFF 0%, rgb(234, 245, 254) 100%);"></div> <div class="blade__background blade__background--partial-overlap" aria-hidden="true"> <div class="background__graphics background__graphics--overlap background__graphics--with-background-image"> <div class="blade__background-image"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/logo-grid-background-min.jpg?w=1024" class="background__image" alt="" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/logo-grid-background-min.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/logo-grid-background-min.jpg?resize=300,98 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/logo-grid-background-min.jpg?resize=768,251 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/logo-grid-background-min.jpg?resize=1024,334 1024w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/logo-grid-background-min.jpg?resize=1536,501 1536w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/logo-grid-background-min.jpg?resize=2048,668 2048w" width="100%"/> </div> </div> <div class="background__padding--partial-overlap"></div> </div> </section> </div><div data-blade-id="1724265907417_1gy" data-blade-position="17" data-blade-name="sf/faq" data-blade-variant="faq" data-blade-source="www" data-blade-type="blade"> <section id="1724265907417_1gy" class="relative faq--blade" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main" data-module-track-impressions="false" data-module-id="1724265907417_1gy" data-module-name="Data Cloud for Financial Services FAQs" data-module-position="1" data-module-type="headline"> <header class="faq__blade-heading "> <h2 class="headline" style=" "> Data Cloud for Financial Services FAQs </h2> </header> <div class="faq--tabs"> <div class="one-tab" > <div id="tab-1-1724265907417_1gy" > <div class="pbc_accordion"> <div class="accordion__item accordion__item-1 selected " data-module-id="1724265907672_zc9" data-module-name="What are the benefits of Data Cloud for Financial Services?" data-module-position="1" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="true" aria-controls="rel1724265907417_1gy-11" class="accordion__trigger" id="accordion1724265907417_1gy-11" aria-label="What are the benefits of Data Cloud for Financial Services?"> <span class="accordion__title relative"> What are the benefits of Data Cloud for Financial Services? <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="accordion1724265907417_1gy-11" id="rel1724265907417_1gy-11"> <div class="accordion__description"> <p>Data Cloud allows you to unify all your financial data on Salesforce without building complex data pipelines, easily take action on all your data in Financial Services Cloud, and enable trusted AI solutions powered by your data.</p> </div> </section> </div> <div class="accordion__item accordion__item-2 " data-module-id="1724265957694_10h3" data-module-name="What data sources can I connect with Data Cloud for Financial Services?" data-module-position="2" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1724265907417_1gy-12" class="accordion__trigger" id="accordion1724265907417_1gy-12" aria-label="What data sources can I connect with Data Cloud for Financial Services?"> <span class="accordion__title relative"> What data sources can I connect with Data Cloud for Financial Services? <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="accordion1724265907417_1gy-12" id="rel1724265907417_1gy-12"> <div class="accordion__description"> <p>Data Cloud allows you to ingest virtually any data source, such transaction and policy data systems. Seamlessly connect Financial Services Cloud using Salesforce connectors. Pull in data from your existing Data Lakes and Warehouses, like Snowflake and Data Bricks, without duplicating data.</p> </div> </section> </div> <div class="accordion__item accordion__item-3 " data-module-id="1724265972672_mq0" data-module-name="How is Data Cloud for Financial Services different from other data platforms, lakes, and warehouses?" data-module-position="3" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1724265907417_1gy-13" class="accordion__trigger" id="accordion1724265907417_1gy-13" aria-label="How is Data Cloud for Financial Services different from other data platforms, lakes, and warehouses?"> <span class="accordion__title relative"> How is Data Cloud for Financial Services different from other data platforms, lakes, and warehouses? <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="accordion1724265907417_1gy-13" id="rel1724265907417_1gy-13"> <div class="accordion__description"> <p>Data Cloud for Financial Services helps financial services firms take action on their data across Sales, Service, and Marketing Cloud. Data Cloud is natively integrated into the Salesforce metadata framework, enabling all teams to move faster with data using low-code tools like Flow and Einstein AI.</p> </div> </section> </div> <div class="accordion__item accordion__item-4 " data-module-id="1724265987847_nks" data-module-name="Is Data Cloud for Financial Services a data modeling tool?" data-module-position="4" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1724265907417_1gy-14" class="accordion__trigger" id="accordion1724265907417_1gy-14" aria-label="Is Data Cloud for Financial Services a data modeling tool?"> <span class="accordion__title relative"> Is Data Cloud for Financial Services a data modeling tool? <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="accordion1724265907417_1gy-14" id="rel1724265907417_1gy-14"> <div class="accordion__description"> <p>While Data Cloud for Financial Services does offer data modeling capabilities, its primary focus is to serve as a tool for activating your data. The financial services data model is designed to help you easily integrate your data within the Salesforce metadata framework.</p> </div> </section> </div> <div class="accordion__item accordion__item-5 " data-module-id="1724265995834_1ceq" data-module-name="What kinds of insights can Data Cloud for Financial Services help unlock for my organization?" data-module-position="5" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1724265907417_1gy-15" class="accordion__trigger" id="accordion1724265907417_1gy-15" aria-label="What kinds of insights can Data Cloud for Financial Services help unlock for my organization?"> <span class="accordion__title relative"> What kinds of insights can Data Cloud for Financial Services help unlock for my organization? <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="accordion1724265907417_1gy-15" id="rel1724265907417_1gy-15"> <div class="accordion__description"> <p>Financial services firms leveraging Data Cloud can efficiently uncover insights by using their own models or our low-code insights builder, enabling teams to quickly derive key metrics such as propensity to buy, Customer Lifetime Value, and Engagement Scores for each customer.</p> </div> </section> </div> <div class="accordion__item accordion__item-6 " data-module-id="1724266006725_1a2f" data-module-name="How does Data Cloud for Financial Services pricing work?" data-module-position="6" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1724265907417_1gy-16" class="accordion__trigger" id="accordion1724265907417_1gy-16" aria-label="How does Data Cloud for Financial Services pricing work?"> <span class="accordion__title relative"> How does Data Cloud for Financial Services pricing work? <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="accordion1724265907417_1gy-16" id="rel1724265907417_1gy-16"> <div class="accordion__description"> <p>Data Cloud pricing is consumption-based, meaning you pay only for the services you use.</p> </div> </section> </div> <div class="accordion__item accordion__item-7 " data-module-id="1724266021445_17b2" data-module-name="Can I try Data Cloud for Financial Services before buying?" data-module-position="7" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1724265907417_1gy-17" class="accordion__trigger" id="accordion1724265907417_1gy-17" aria-label="Can I try Data Cloud for Financial Services before buying?"> <span class="accordion__title relative"> Can I try Data Cloud for Financial Services before buying? <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="accordion1724265907417_1gy-17" id="rel1724265907417_1gy-17"> <div class="accordion__description"> <p>Existing Salesforce customers can get started with Data Cloud for free by <a href="https://www.salesforce.com/data/next-steps/" target="_self">visiting this page</a>.</p> </div> </section> </div> <div class="accordion__item accordion__item-8 " data-module-id="1724266032677_pft" data-module-name="How can I get started with Data Cloud for Financial Services?" data-module-position="8" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1724265907417_1gy-18" class="accordion__trigger" id="accordion1724265907417_1gy-18" aria-label="How can I get started with Data Cloud for Financial Services?"> <span class="accordion__title relative"> How can I get started with Data Cloud for Financial Services? 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