Financial services include banks, credit unions, credit-card companies, brokerage firms, investment funds, and more. They provide a wide range of services to businesses, individuals, and government agencies. These services can include providing loans, facilitating stock trades, offering advice on investing money, and helping people manage their debt.
A strong financial services sector is critical to a country’s economy. It boosts consumer confidence and purchasing power, leading to more investments and growth for businesses of all sizes. It also helps millions of families by allowing them to save for down payments, retirement, and other goals, and safeguard their property and health with insurance.
Many of the world’s poorest families lack access to formal financial services. Without them, they are forced to keep their savings in unsafe places like on the floorboards or under a mattress, or invest in jewelry and livestock — highly inflexible ways to accrue and access funds. Financial inclusion is a top priority of the global community and major strides have been made in enabling poor people to get the services they need.
Salesforce enables financial services professionals to deliver personal and relevant experiences for their customers. Einstein predicts the next best actions, provides real-time answers to customer inquiries, and automates slow manual processes – so they can do more, faster. Leverage the financial services cloud and put customers at the centre of their interactions with Salesforce. Download the whitepaper to learn how.
