Vlocity Helps Salesforce to Get Granular in the Financial Services Industry

Salesforce Gets Granular

If you Need an Example of Digital Disruption, you Can't Do Better than the Retail Banking Industry.

Summary of article by Denis Pombriant for CRMBuyer

Partnering Up

Where the Salesforce Financial Services Cloud differs from many banking products is in the way it brings together banking products resident in its AppExchange to deliver concerted solutions.

To show growth, a business needs help – and that means acquiring other complementary businesses and selling in concert with partners that can add specificity to the core product.  Salesforce has done both.  , and I look forward to hearing more about vertical strategies at Dreamforce.

– Denis Pombriant, CRM Industry Researcher, Strategist, Writer and Speaker

One example is Vlocity, also a partner with strong banking apps based on the cloud platform. It provides intelligent agent and omnichannel services for financial services and insurance.

In these and other relationships, you can see the Salesforce go-to-market approach solidifying. Partners bring expertise, which can be as big as loan origination or as specific as document signature capture. All of it goes into a solution that customers can craft for their specific industry needs.