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Groove for Financial Services Cloud
Accelerate Digital Transformation in a Digital First World
The COVID-19 pandemic is fueling digital transformation, as banks and wealth management advisors look to quickly transform their old way of doing business into a digital-first world, with fewer in-person meetings, fewer branches, and fewer retail locations.
Build Lasting Relationships,
Remotely or In-Person
Groove for Salesforce Financial Services Cloud surfaces real-time CRM information in the inbox, so that relationship managers and financial advisors can deliver personalized wealth management advice at scale across any channel or device.
- Automatically keep Salesforce up-to-date with all emails, calls and LinkedIn interactions, while using automation to stay on top of less active accounts.
- Sales management benefits from real-time visibility into activity levels and outcomes, instantly logging emails, calls, SMS messages, and LinkedIn correspondence to custom objects and industry-specific workflows.
Quickly Realize Time to Value
without a Heavy IT Lift
Groove offers the only sales engagement platform that is pre-configured to work with the unique data model of Salesforce Financial Services Industry Cloud.
- Selectively sync to custom fields and objects modeling financial accounts, assets, liabilities, and goals for both individual clients and across entire households.
- IT teams no longer have to spend time and money customizing their sales engagement platform to speak the language of their firm.
Keep Your Sensitive Client Data Secure
Ensure that sensitive client data remains secure by reducing the need to sync sensitive PII with a third-party database.
- Groove maintains Salesforce as the system of record and prevents sellers from emailing lists of contacts that aren’t in Salesforce.
- Groove is compliant with global privacy laws, including SOC-2 GDPR, and CCPA.
“Before COVID-19, a lot of sales reps avoided using Salesforce. But once Congress approved the SBA Paycheck Protection Program, there were so many details to track for our business clients, that they had to start using it. We simultaneously saw strong adoption of Groove, as reps quickly saw how much easier it was to access Salesforce data right from their email.”