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HousingWire Demo Day: Financial Services Cloud + Einstein 1 by Salesforce
Financial Services Cloud connects and centralizes customer data from core banking, wealth, and loan origination platforms, creating a single, unified view of the customer. This enables personalized engagement using purpose-built automation. This streamlined approach accelerates customer onboarding, boosts retention with AI-driven sales and service, and delivers smart financial planning insights powered by trustworthy AI. Ultimately, this empowers customers to achieve financial success.