Financial Services Cloud for Insurance

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Key Benefits

  • Data models, consoles and customer experiences to help Insurers pivot from siloed to customer-centric, relationship-driven sales, marketing and retention.
  • Advanced data and AI capabilities to proactively identify insights and recommend actions.
  • Significant partner ecosystem with partner applications and connectors built on the Salesforce platform.
  • Cloud-based, agile technology stack with seamless 3x/year upgrade process.
  • Leading integration platform that can be used with Salesforce products or independently.

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