Navigating the Salesforce Clouds: A Practical Guide for Financial Services

It’s no secret that consumers’ preferences have shifted rapidly toward seamless digital-first experiences – or that, unfortunately, most financial services providers are not equipped to meet their customers’ changing needs. Leaders in the financial services sector have gained awareness of the growing need to digitalize and are actively looking for the optimal path to value; though, with the wide variety of options available, newcomers to transformation often have difficulty doing so.

Understanding change initiatives' “whys” and “hows” is crucial to ensure appropriate investment, smooth adoption, and long-term value. In this white paper, we’ll provide a detailed, practical roadmap for transformation in financial services, discussing:

  • Why Salesforce’s Financial Services Cloud should be the foundational layer in any institutional change initiative
  • How to integrate legacy technology seamlessly into your newly-transformed framework
  • Where Experience Cloud and Marketing Cloud contribute to creating high-quality, personalized digital experiences for consumers