CRM Financial Services Clouds Simplifying Financial Management

Learn about CRM financial services clouds and their usage in managing finances and operations.

Learning Objectives:

After completing this lesson, you will be able to:

Explain the basic functionality of a financial services cloud
Appreciate how a financial services cloud empowers financial companies to deliver better results
Itemize the uses of financial services clouds in other sectors

Financial services clouds can help an organization manage its own finances and operations or the financial affairs of its clients. Depending on the features of this cloud, it can have a range of different uses. The common baseline is being able to manage finances in a secure and compliant manner.

So, what is a financial services cloud and how can it be used?