Financial Services Cloud: Process Automation

Financial Services Cloud has process automation at its core. Guided experiences for customers and bankers are easily built, activated on multiple channels and industrialized.

Drag-and-drop configurations with a modular, micro-services oriented approach ensure integration with banking data and out-of-the-box process libraries help simplify and accelerate sales and service automation. UI components with pixel-precise and branded user experiences are built and deployed with clicks, not code.

Complex rules and decision making are managed via custom rule sets that can be invoked anywhere, at B2C scale, in workflows or via APIs. Document templates can be automatically read and intelligently defined, unifying end-to-end document management process and coordinating document intake by automatically routing to the right queue for quick review and processing.

Data Processing Engine helps declaratively define high-volume data transformations across multiple data sources that are easily set up and activated via data processing UIs.