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

Financial Services Cloud + Einstein 1

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

Product Fast Facts

#1

With Einstein 1, we can now seamlessly integrate Generative AI into daily tasks, boosting employee efficiency and effectiveness.

#2

You can purchase the Einstein 1 product to supercharge your Financial Services Cloud install.

#3

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


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