Transamerica Financial Network (TFN), a North American distribution channel of Transamerica— is deploying Salesforce Financial Services Cloud Einstein.
Prior to Salesforce, TFN’s network of advisors and agents provided multi-carrier insurance and investment solutions across multiple customer systems. TFN will use Salesforce to bring its advisors, agents and customers onto one platform and deliver personalized journeys—from an advisor desktop to customer onboarding and branded portals, says Salesforce.
The Salesforce solution was developed in partnership with Deloitte. TFN is rolling out Financial Services Cloud Einstein, Salesforce Shield, Community Cloud and Marketing Cloud to its offices and agents in the United States and Canada. The company also plans to use Financial Services Cloud Einstein’s intelligence and machine-learning capabilities, according to Salesforce.
Update: January 1, 2018