भिडियो हेर्न तलको बक्समा क्लिक गर्नुहोला ! ! !
Figures coming out from Salesforce Connected Investor Report go some way to highlighting the potential opportunity that the company is seeing.
Based on the responses of more than 7,900 adults, 4,944 of which currently have money invested, it was found that 51% of UK investors don't understand the process by which their advisor makes recommendations.
It was also found that 70% want the relationship with their current financial advisor to be more collaborative and that 43% keep their financial records in a folder, shoe box or some other kind of physical storage.
These desires and problems play into why Salesforce feels there is an opportunity in the space, not only would it be more secure and convenient for collaboration to store records in Salesforce than a shoe box, but it also aims to meet the changing requirements of financial services organisations.
Raj Mistry, SVP Solutions Engineering, Salesforce EMEA told CBR: "We've arrived at a perfect storm scenario, what's happened with the industry, what we've been creating through cloud computing, social mobile, what investors are looking for in this new economy has led to this result of going to market with Financial Services cloud."
Mistry said that the financial services industry is being disrupted by technology changes, regulatory and changes that are being forced by expectations of digital citizens.
Mistry said: "The first true area of products we are releasing are around wealth management, that area is probably most closely aligned to what we as an organization have been doing for many years are client relationship management. Changing the way customers connect, their expectations around that connection.
"Over time extend that to retail banking, insurance and a broader range of services."
Mistry said that financial services are being forced to be more productive and that they need to have a set of tools to achieve that.
Basically this boils down to Salesforce helping financial advisors to deal with individuals that have different sets of expectations but then also deal with regulatory services that are asking them to work differently.
Powered by Salesforce Lightning it plans to offer capabilities that will enable the building of 1-to-1 client relationships, increased productivity through automated admin tasks and mobile and social capabilities.
भिडियो हेर्न तलको बक्समा क्लिक गर्नुहोला ! ! !
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