Financial Services Cloud is a Salesforce solution that is designed for the financial services industry, including wealth and asset management, banking, and insurance1. Financial Services Cloud provides features and functionality that are tailored to the needs of UIS, such as:
Tracking investment companies and their contacts as financial accounts and account members2.
Managing leads, opportunities, and activities with standard Salesforce objects and tools3.
Leveraging Einstein AI to surface insights and recommendations for investment opportunities4.
Integrating with core financial systems and data sources using prebuilt connectors and accelerators5.
Sales Cloud is a general-purpose CRM solution that does not have the specific features and functionality for the financial services industry6. Education Data Architecture (EDA) is a Salesforce solution that is designed for the education sector, including K-12 and higher education institutions7. EDA does not have the specific features and functionality for the financial services industry either.
Reference:
1: Financial Services Cloud Overview - Salesforce8
2: Financial Services Cloud Data Model - Salesforce
3: Financial Services Cloud User Guide - Salesforce
4: Einstein for Financial Services Cloud - Salesforce
5: Financial Services Cloud Integration Guide - Salesforce
6: Sales Cloud Overview - Salesforce
7: Education Data Architecture Overview - Salesforce