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HousingWire Demo Day: Financial Services Cloud + Einstein 1 from Salesforce

Financial Services Cloud + Einstein 1

Financial Services Cloud connects and centralizes customer data from the major banking, wealth and lending platforms, creating a single, unified view of the customer. This enables personalized engagement using purpose-built automation. This streamlined approach accelerates customer onboarding, increases retention with AI-powered sales and service, and delivers smart financial planning insights powered by trusted AI. Ultimately, this enables customers to achieve financial success.

Quick product facts

#1

With Einstein 1, we can now seamlessly integrate generative AI into everyday tasks, increasing employee efficiency and effectiveness.

#2

You can purchase the Einstein 1 product to boost your Financial Services Cloud installation.

#3

Our product is designed with flexibility in mind, allowing you to seamlessly integrate your favorite Large Language Model (LLM) or AI platform.

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