Wednesday 29 March 2017

Salesforce brings Einstein AI to Financial Services Cloud



SAN FRANCISCO, Mar. 28, 2017 — 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.

In a demonstration made to CBR by Rohit Mahna, SVP and GM of Financial Services at Salesforce, it was evident that the tool was easy to use and intuitive, presenting the user with an array of information all at once in a cohesive, consumable way via a single interface.

“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.”


http://www.zdnet.com/article/salesforce-lands-transamerica-as-financial-services-cloud-customer-adds-einstein-ai/
https://www.salesforce.com/company/news-press/press-releases/2017/03/170328-2.jsp

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