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Salesforce Launches Financial Services Cloud Einstein -- AI-Powered CRM for Financial AdvisorsSAN FRANCISCO, March 28, 2017 /PRNewswire/ -- Salesforce (NYSE: CRM), the world's #1 CRM company and Intelligent Customer Success Platform, today announced Financial Services Cloud Einstein. Now, financial advisors can see a holistic view of each client's household, visualize their client's wealth ecosystem and leverage Einstein artificial intelligence to uncover new client opportunities. Since its general availability in March 2016, Financial Services Cloud continues to see tremendous customer momentum, including Transamerica Financial Network (TFN), which is standardizing on the solution for advisors and agents. It joins Perigon, Veterans First Mortgage and Wealth Enhancement Group, who are using Financial Services Cloud to connect with clients in entirely new ways. To learn more about TFN's story, see the press release here: http://sforce.co/2o4AYUN. Wealth Management Today Today's investors are sharing more data than ever before. However, only 18% of them say their advisors are doing an excellent job tailoring advice to them.1 This personalization gap is driven in part by the inability of advisors to link together clients' multiple accounts and relationships to gain a holistic view of their financial lives, as well as the relationships they value most. To meet the needs of today's investors — and, at the same time, grow their books of business — financial advisors must stop managing data and relationships in silos, and not only start capitalizing on the wealth of information clients are providing them, but also taking advantage of emerging technologies like artificial intelligence that enable them to work smarter. Introducing Financial Services Cloud Einstein Last year, Salesforce launched Financial Services Cloud to provide advisors with the next generation of tools to build deeper 1-to-1 client relationships, supercharge productivity and deliver always-on client engagement. Today, Salesforce is adding new innovations to the product that make every advisor smarter including:
"Clients' financial circumstances and goals are constantly changing," said Mat Johnson, chief strategy officer, Perigon. "To build and nurture strong relationships with them, it is crucial for our advisors to have a panoramic view not only of individual clients, but also of their households and extended networks. New Financial Services Cloud Einstein helps augment our advisors with AI, giving them the visibility and intelligence to provide clients with the best guidance based on all relevant factors." "Relationships are complicated. Clients are often part of multiple households and play multiple roles," said Rohit Mahna, SVP and GM of Financial Services, Salesforce. "Financial Services Cloud Einstein gives advisors a snapshot of a client's entire wealth ecosystem, and empowers them to uncover new opportunities that exist within their client's extended household or relationship groups. And with Einstein AI built in, advisors can better prioritize their days and engage with the right clients at the right time." Pricing and Availability
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About Salesforce Einstein Unlike general AI platforms that require extensive customization and armies of data scientists, Einstein democratizes AI with state-of-the-art algorithms built directly into the Salesforce Intelligent Customer Success Platform and is delivered through the apps and workflows that millions of CRM users rely on every day. Powered by advanced machine learning, deep learning, predictive analytics, natural language processing and smart data discovery, Einstein delivers intelligence directly within the context of business. And, because Einstein is built into the Salesforce platform, customers can customize their AI models for their specific needs. Rights of ALBERT EINSTEIN are used with permission of The Hebrew University of Jerusalem. Represented exclusively by Greenlight. About Salesforce Salesforce, the world's #1 CRM company and Intelligent Customer Success Platform, empowers companies to connect with their customers in a whole new way. For more information about Salesforce (NYSE: CRM), visit: www.salesforce.com. Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase Salesforce applications should make their purchase decisions based upon features that are currently available. Salesforce has headquarters in San Francisco, with offices in Europe and Asia, and trades on the New York Stock Exchange under the ticker symbol "CRM." For more information please visit http://www.salesforce.com, or call 1-800-NO-SOFTWARE. 1 Accenture, "Investment Advice: Maintaining Trust Amid Shifting Consumer Demands," 2017
To view the original version on PR Newswire, visit:http://www.prnewswire.com/news-releases/salesforce-launches-financial-services-cloud-einstein--ai-powered-crm-for-financial-advisors-300430102.html SOURCE Salesforce |