Financial Services Cloud
Financial Services Cloud revolutionizes insurance agency operations by combining CRM, AI, and data to enhance customer engagement. It empowers agents with low-code tools to automate processes, streamline workflows, and manage customer relationships effectively. With prebuilt applications tailored for the financial sector, it drives improved efficiency and fosters lasting relationships through personalized, data-driven insights.
Top Financial Services Cloud Alternatives
Majesco CloudInsurer
Designed for agents and brokers, Majesco CloudInsurer empowers insurance businesses with advanced analytics to enhance service delivery.
LexisNexis Attract
Attract™ 5.0 offers insurance carriers advanced scoring models to enhance risk classification for insureds and applicants.
InsurancePlus Software Series
The InsurancePlus Software Series is a versatile Insurance Agency Software that simplifies policy administration for Individual and Group Life and Health, as well as Workers' Compensation.
LexisNexis Campaign Analyzer
Campaign Analyzer empowers businesses to assess the effectiveness of their marketing initiatives by leveraging robust insurance-specific data.
BrokerEngage
BrokerEngage revolutionizes the healthcare enrollment process by integrating Special Enrollment Period verifications and eligibility checks on a single, user-friendly platform.
Fiserv Insurance Administration
Fiserv Insurance Administration offers an integrated solution that streamlines the billing life cycle for insurers.
Agency Anywhere
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Applied Relay
With integrated partner connectivity and customer self-service options, it enhances operational efficiency, reduces costs, and...
AgentMethods Website Builder
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Agency Matrix
By streamlining tasks such as x-date tracking and accounting reports, it empowers agencies to focus...
AgentOne
This feature enables administrators to efficiently assign a collection of permissions to agent users in...
Zywave BrokerageBuilder
This innovative tool streamlines the quoting process, ensuring accuracy and efficiency...
Xemplar Auto
It supports usage-based insurance and safe driving discounts while engaging policyholders through its insurer-branded app...
Zywave CPQ
Utilizing carrier-direct data for precise pricing, it enables brokers to configure diverse benefit options and...
Canary AMS
Seamlessly integrated within Salesforce, it enhances agent productivity through analytics-driven insights, enabling efficient policy management...
Top Financial Services Cloud Features
- AI-powered service automation
- Unified financial profiles
- Intelligent financial discovery
- Streamlined onboarding processes
- Actionable financial goals
- Real-time data activation
- Customizable Agentforce applications
- Cross-channel engagement capabilities
- Low-code app development
- Enhanced data-driven decision-making
- Preconfigured templates for disclosures
- Multi-layer relationship mapping
- Integrated analytics and insights
- Seamless connectivity with MuleSoft
- Efficient collections automation
- Frictionless customer experiences
- 24/7 customer service support
- Tailored financial services solutions
- Industry best practice applications
- Comprehensive financial services CRM
