The world’s biggest tech giant, Salesforce, recently announced Corporate and Investment banking for its Financial Services Cloud. This new technology will help build relationships with clients, and manage deal interactions from one platform to bankers and deal teams. Also, this allows you to share and collaborate sensitive information relevant to deals easily.
With the surge in Coronavirus cases, declaring it a pandemic, industries had to innovate; they had no other choice. The financial services industry is no different! Hence, Investment bankers need technology to thrive in this all-digital world and to increase their efficiency. With this, they get one integrated platform that can give them a single view of their client data. Also, this helps them in avoiding mismanagement and improves quality.
“With Corporate and Investment Banking for Financial Services Cloud, we’re providing bankers with new ways to build and deepen relationships with customers and manage key accounts by leveraging artificial intelligence. With these new innovations from Salesforce, bankers can spend their time as trusted advisors for their clients by accelerating deal pipelines and better managing sensitive information to ensure they remain compliant through every step of the deal,” said Jujhar Singh- EVP and GM of Salesforce Industries.
What can you achieve with this innovation?
You can deliver a complete experience across a customer journey with Corporate and Investment Banking for Financial Services Cloud. Also, you can even integrate it with Tableau CRM and Einstein Relationship Insights (ERI). Thus, this helps banks with purpose-built technology.
Let’s see what else you can do with this:
- Boost your efficiency and productivity: Now, an investment banker can keep track of the deal activities and manage the entire deal cycle from one platform. That too, by working from anywhere. Also, You can automate deal execution processes related to M&A, capital raising, and corporate restructuring using Salesforce’s low code tools.
- Use AI-based tools to uncover relationships: You can use Einstein Relationship Insights to automatically highlight relevant personnel or sources such as press releases, news articles, or emails to uncover new relationships.
- Ensure Compliance: Investment banks can ensure the safety of data for better compliance. This means the sensitive client or deal data they share is only with relevant stakeholders.
- Leverage your data: The role of bankers is quite tough as they need to log in to multiple systems to access relevant information to their deals. Thus, investment bankers can integrate internal data or deal mandate with external data sources from partners.
Summing Things Up
We hope that you liked our coverage of this update. Also, If you need help with this or any other Salesforce services, hiring dedicated Salesforce strategists might help. Click here to get a complimentary demo with highly experienced Salesforce developers at Salesforce Consulting services provider HIC Global Solutions.
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