The Financial Services Cloud (FSC) add-on to the Salesforce Sales Cloud is the first industry product built by Salesforce, tailored specifically to and for Wealth Managers. Financial Services Cloud gives wealth managers access to the industry-leading CRM capabilities of Salesforce Sales Cloud plus the ability to create personal experiences that build customer trust and loyalty through Financial Services Cloud.

At EMS Consulting, we are your Salesforce Financial Services Cloud implementation partner, and we want you to not only feel confident in your purchase of FSC, but also in our ability to make sure you achieve the highest possible return on your investment. EMS has been helping wealth managers, advisors, advisor teams, high-end retail banks and insurance advisors selling wealth management products with Financial Cloud integration since FSC first launched in 2016. With hundreds of implementations under our belt, we help financial advisors transform their client-advisor relationships to take advantage of all the digital age has to offer.

Financial Services Cloud allows financial professionals to decide how individual client information is rolled-up and summarized. This allows for tremendous control over processes, but also means that users must be properly trained to utilize this powerful data, and that is where EMS comes in.

EMS Consulting can integrate your Salesforce Financial Services Cloud with core back-end systems such as asset management, portfolio management, risk and trust operations, to ensure that wealth managers can help their clients make better, data-driven investment decisions. Call today, or use the contact form below and an EMS integration specialist will reach out to discuss your Salesforce implementation needs.

Financial Services Cloud Einstein

This is a very exciting time with Salesforces Einstein capability for Financial Service Cloud (FSC). FSC provides advisors with the next generation of tools to build deeper 1-to-1 client relationships, enhancing productivity and deliver on client engagement.

Contact

Address 7650 W. Courtney Campbell Causeway, Suite 1125,
Tampa, Fl 33607

 

Phone (813) 287-2486

Fax (813) 286-9564