Salesforce Data Cloud: Unified Data for Financial Services
Break down data silos and create a single source of truth for client information. Real-time data streaming, AI-powered insights, and 360-degree client views that drive personalized experiences.
The Cost of Fragmented Data
Financial services firms struggle with data scattered across dozens of systems. Client information lives in custodians, core banking platforms, policy administration systems, financial planning tools, and spreadsheets. This fragmentation creates serious problems.
Incomplete Client Views
Advisors can't see the complete financial picture
Manual Data Entry
Staff waste hours copying data between systems
Inconsistent Data
Different systems have conflicting information
Slow Decision-Making
Can't access real-time data when it matters
Poor Personalization
Can't deliver relevant experiences without complete data
Compliance Risk
Incomplete audit trails and data lineage
What is Salesforce Data Cloud?
Data Cloud is Salesforce's real-time customer data platform that ingests, harmonizes, and unifies data from any source—giving you a complete, accurate, and actionable view of every client.
Real-Time Data Integration
Connect to any data source—custodians, core banking systems, policy administration platforms, data warehouses, and third-party APIs. Data flows in real-time, ensuring your team always has current information.
Identity Resolution
Automatically match and merge client records across systems. Data Cloud uses AI to identify the same person across different data sources, creating unified profiles.
Customer 360 Views
See complete client profiles including demographics, accounts, transactions, interactions, preferences, and behaviors—all in one place.
How Financial Services Firms Use Data Cloud
Wealth Management
Data Cloud aggregates data from LPL, Schwab, Fidelity, and portfolio management systems, creating unified household views with real-time account balances.
- 350% improved data completeness
- 40% reduced search time
- Real-time portfolio visibility
Banking
Unifies data from core banking, loan origination, and digital banking, giving relationship managers complete customer views.
- Improved cross-sell effectiveness
- Enhanced customer engagement
- 360° customer visibility
Insurance
Integrates policy administration, claims platforms, and CRM, creating complete policyholder profiles.
- Improved policy retention
- Enhanced customer service
- Streamlined claims processing
Ready to Unify Your Financial Services Data?
Schedule a consultation to discuss your data challenges and goals. Let's explore how Data Cloud can create a single source of truth for your organization.