Unify your customers’ financial and transactional data, CRM data, and behavioral data using Data Cloud to bring your first party and external data together into a single lakehouse with a data model for Financial Services Cloud.Read the Data Maturity Playbook for Financial Services.

Connect your core banking transaction data, as well as other external systems, with Financial Services Cloud. Use a financial services data model with prebuilt mappings and streams in the Financial Services Cloud Data Kit.

Connect your data quickly to once-siloed systems – core banking, custodial, financial planning, and portfolio management software – with accelerators and APIs. Use MuleSoft Direct for Financial Services Cloud to pipe information directly to Data Cloud.

Gain insight advice from spending and savings habits through linkage to external accounts for full visibility to transactional data. Harmonize all of your data for a complete picture of your customers. Position your data for AI insights like real-time financial wellness scores and next best actions.

Anticipate your customers’ needs by understanding their financial aspirations. Use prepackaged goal capture experiences to record customers' goals right in Financial Services Cloud. Get a complete picture that drives relevant customer interactions.

Bankers and wealth advisors can view and action on financial plans from a financial planning platform, right in Financial Services Cloud by using our business APIs. Advisors can also pull household information into financial platforms, eliminating the need to ask for the same information repeatedly.

The best thing about managing goals in Financial Services Cloud is that they are actionable – you can drive workflows around them. Personalized engagement and proactive actions will help drive the financial outcomes that will create lifelong customers.

Understand household income, expenditures, and net worth based on calculated transaction insights and trends from Data Cloud that surface in Financial Services Cloud on FlexCards. Develop a deeper understanding of your customers and drive actions anywhere in Financial Services Cloud.

Harmonize data in Financial Services Cloud and Data Cloud with custom components in Financial Services Cloud for specific visualizations and an alerting framework. Deliver alerts with financial services personalization to help your customers stay on track for financial wellness.

Leverage Data Cloud to support high-volume scenarios of segmentation. Build actionable lists with Data Cloud using Actionable Segmentation in Financial Services Cloud to engage customers and prospects based on signals for financial life journeys.