Salesforce Announces Einstein Analytics for Financial Services

With the addition of Salesforce Einstein Analytics for Financial Services, retail bankers and wealth managers have access to AI-powered insights

New Update

Salesforce announced Einstein Analytics for Financial Services, a customizable analytics solution that provides AI-augmented business intelligence for wealth advisors, retail bankers and managers.


Banks and wealth management institutions are facing a rapidly changing industry landscape, as new fintech entrants and consumer technologies are simplifying how people save and invest their money. Customers now expect the majority of their financial transactions to be digital but are also demanding smart, high-touch experiences with their advisors when needed.

“Artificial intelligence is the modern day gold rush of the financial services industry, and those that get in early will reap the rewards of this next wave of innovation,” said Rohit Mahna, SVP and GM, Salesforce Financial Services.

Bankers and wealth managers must deliver modern experiences that are smart, personalized and fast to differentiate their services. Banks have always understood the importance of building best-in-class customer relationships, but often struggle to manually stitch together and correlate all of their customer data from various systems to deliver them at scale. Bankers and wealth managers need to be empowered with immediate, intelligent recommendations to meet customers’ growing expectations for speed and personalization.


Salesforce Financial Services Cloud delivers a customized CRM experience for financial institutions. Now, with the addition of Einstein Analytics for Financial Services, retail bankers and wealth managers have access to AI-powered insights and recommendations specifically tailored to their role and their customers. By bringing together data from Financial Services Cloud and other data sources, users can instantly surface actionable insights to grow their books of business and deepen client relationships.

Einstein Analytics for Financial Services includes: Actionable insights powered by AI, Built-in industry dashboards, Customizable platform to analyze external data, and Built-in compliance with industry regulations.

"Our work with Salesforce has allowed our credit union to build a data culture where stronger and more accurate knowledge leads to serving our membership with customization,” said Lisa Schlehuber, CEO of Elements Financial. “We are proud of the high-tech and high-touch level of service that makes Elements unique and leads to lifelong relationships with members."

Elements Financial, a credit union specializing in the financial wellness of its members, utilizes Einstein Analytics to better understand members’ financial goals and interactions. By embedding Einstein Analytics on account home pages, tellers and management teams quickly have insights into members and money flow, allowing customized offerings and stronger relationships.