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How upgrading to Salesforce Financial Services Cloud can change everything

The financial services industry is at a crossroads. Continuous innovation and new technologies are disrupting the market. Often, existing Salesforce Sales Cloud and Service Cloud users wonder if upgrading to Financial Services Cloud makes sense for their business. The truth is, upgrading your financial institution’s tech stack isn’t as labor-intensive, time-intensive, or costly as its been in the past and the benefits are integral in meeting business goals related to revenue growth, productivity, and margin improvement.

When it comes to digital transformations in the financial space, PwC excels with years of experience in custom Salesforce implementations and extensive industry knowledge.

Increase customer engagement

From day one, Financial Services Cloud unlocks a wealth of new opportunities.

Digital Engagement

Today’s clients are social, mobile, and more connected than ever before and they expect to be able to engage with their financial services providers from anywhere via any device. An advanced CRM like Salesforce Financial Services Cloud integrates sales, service, and marketing into a consistent, personalized customer experience across all departments and communication channels.


Intelligent automation not only reduces the risk of human error, it frees financial services employees from manual and tedious tasks and allows them to focus on attracting and retaining new customers, ultimately generating more revenue.

Artificial Intelligence

Leveraging the power of artificial intelligence, a platform like Financial Services Cloud with Einstein Analytics can automatically discover relevant client insights, predict future outcomes, proactively recommend best next steps, and even automate advisor tasks. It’s like having a dedicated data scientist built right into the platform.

Contact us

Adele Wentzel

Adele Wentzel

Principal, US Salesforce Practice Leader, PwC US

Tanner Shamrock

Tanner Shamrock

Principal, FS Advisory, Salesforce, PwC US

Mohammad Rizvi

Senior Manager, US Financial Services Cloud Lead, PwC US