Data Cloud for Financial Services
Put your data to work for next-gen decision-making and strategy in financial services.

Salesforce Data Cloud is the leading data epicenter for the seamless integration of your customer data across systems and easy but secure data accessibility for further analysis, personalization, and automation. Data-driven decision-making and growth strategies are born with the power of Data Cloud behind you.

By capturing, consolidating, and putting your data to work, Data Cloud creates a single customer profile for each customer that can be leveraged by sales, service, marketing, commerce, partners, and so on. Better yet, it’s supported by AI and GPT innovations to bolster automation and customization quickly.
DATA CLOUD: A MULTIFUNCTIONAL SOLUTION

FOR SALES
Customer segmentation and retention
Sales engagements
and conversion across
channels
Post-sale opportunity
identification

FOR CUSTOMERS
facing sites
customer interactions
marketing to sales to
service and support

FOR MARKETING
campaigns
conversion
scores/retention risk
factors
SUPERCHARGE YOUR DATA CLOUD

productivity gain
for profiling


effort reduction

