#datamodel

Behind every account balance is a story. A parent saving for a child’s education. A couple applying for their first home loan. A business owner juggling investments and liabilities. These moments don’t exist in isolation—they’re all connected.

Yet, most CRMs still treat financial data as if it were just rows in a spreadsheet. They store transactions but fail to capture the bigger picture: the relationships, obligations, and goals that shape real financial lives.

This is where Salesforce Financial Services Cloud (FSC) changes the narrative. Instead of looking at data in fragments, it builds a model that reflects how money actually moves through people’s lives.

✨ It connects people to households. Families are linked, showing how spouses, children, and relatives share accounts, assets, or insurance policies. ✨ It ties individuals to businesses. Owners, investors, and partners are connected to organizations with clear records of credit lines, loans, and assets. ✨ It goes beyond numbers. Assets and liabilities are organized to create a full picture of financial health—revealing net worth, obligations, and opportunities.

Think of FSC as a map of financial relationships. Instead of isolated entries, you see connections: who owns what, who owes what, and how everything relates. Advisors and institutions no longer have to guess. They can see the client’s world as it really is.

For wealth managers, that means recommending smarter strategies based on complete portfolios. For banks, it means faster loan decisions grounded in accurate household data. For insurers, it means linking policies to the bigger financial picture.

And for clients? It means finally feeling understood. Not as an “account number,” but as a person with goals, responsibilities, and dreams.

That’s the power of Salesforce FSC—it takes finance back to what it truly is: human stories, connected by data.

✨ Full breakdown in our blog

ストアカで開催中のオンライン講座 Excel パワーピボット初級編 次世代のエクセル活用 ++++++++++++++++++++++++++++++++++++++ ++++++++++++++++++++++++++++++++++++++ の講座紹介文で使用する短い動画です。