Salesforce announced artificial intelligence powered Financial Services Cloud Einstein. That follows the launch of Financial Services Cloud a year ago.
With the new technology, financial advisors can see a holistic view of each client’s household, visualize their client’s wealth ecosystem and leverage Einstein artificial intelligence to uncover new client opportunities.
The new offering include:
Einstein Opportunity Insights to enable advisors to boost productivity and intelligently uncover opportunities based on clients’ sentiments, competitor mentions and overall engagement.
Relationship Builder gives advisors the ability to easily connect information about clients and their households in one place, and edit their existing roles and activities. For example, an advisor can easily add when a client has taken on a new role such as becoming a board member at a company.
Relationship Groups to enable advisors to link clients to multiple households, trusts and business groups to ensure they have holistic views of wealth across all accounts and relationships.
Relationship Map to help advisors to visualize a client’s family wealth ecosystem and financial accounts in a single snapshot and drill into opportunities to deepen and grow their book of business.
Saleforce said Relationship Builder, Relationship Groups and Relationship Map are generally available now at no additional charge for all Financial Services Cloud users. At the same time, Einstein Opportunity Insights is available for $50 per user, per month for Financial Services Cloud users in Enterprise Edition and above.
