Slack for Financial Services: Finance Team Communication (original) (raw)

Financial services professionals in front of a chart

Transform business operations

Access important actions by bringing relevant notifications, approvals and data from tools like Salesforce Financial Services Cloud right into Slack
Automate tasks in referral management, customer onboarding and service with no-code workflows to free up time to focus on building customer relationships
Accelerate decision-making by connecting relevant team members across front, middle and back office with cross-workspace channels
Onboard bankers, agents and advisors faster with AI-powered, org-wide search tools to surface institutional knowledge

26%

faster decision-making*

25%

faster case resolution*

*Source: Source: Salesforce, "FY23 Customer Success Metrics," July 2022; study participants were Slack users in financial services.

Improve customer experience

Secure customers for life by bringing the right people, information and tools seamlessly together to quickly resolve issues and deliver personalized experiences
Build deeper customer relationships with a holistic, real-time view of customer data and relevant context in Slack channels
Unite teams around a single view of your customers, their households and their relationships with Slack and Salesforce Customer 360

"We believe that to become the number one bank, we need to be the number one tech team. To deliver on the expectations of our clients, we need to give our employees access to the best tools, and Slack is one of them."

Top Slack security features highlighting key protections such as data encryption, enterprise key management, data loss prevention, and audit logs.

Secure global collaboration

Collaborate within industry and international compliance standards such as FINRA, FedRAMP, ISO/IEC and GDPR
Extend security to external partners with Slack Connect
Control access to information in Slack with identity and device management that helps you manage people and devices around the world
Protect data with tools such as Slack Enterprise Key Management (Slack EKM), audit logs and integrations with top data loss prevention (DLP) providers
Leverage Slack’s governance and risk-management capabilities to reduce financial, legal and reputational risk

Get more done with apps right where you work

Slack connects with all your favorite tools, such as Salesforce, Smarsh, Global Relay and more.

See all integrations

Stories of success from around the globe

Frequently asked questions

Yes. You can securely discuss confidential information in Slack. Slack offers multiple ways to ensure that your information, conversations and files stay safe. Slack delivers enterprise-grade security at every layer, adhering to multiple compliance certifications, including SOC 2, SOC 3, ISO/IEC 27001 and more. Slack is GDPR-compliant and can be configured for FINRA compliance. It is FedRAMP Moderate authorized.

In addition, Slack offers many security features—such as Enterprise Key Management—that allow admins fine-grained control over data encryption. You can also integrate your own security tools with Slack to get instant notification if a threat is detected. Learn more about Slack’s comprehensive security program.

Yes! Unlike email, Slack is not susceptible to spam or phishing, which causes 90% of data breaches. Your Slack handle cannot be sold to advertisers or put on a mailing list. You will only ever receive Slack messages from other people inside your organization, or from trusted partners using Slack Connect. You may get notifications from apps integrated with your workspace, such as Financial Services Cloud for Slack or DocuSign.

Slack offers enterprise-grade data protection and privacy. Granular controls allow admins to customize security for each user, so no one sees things they shouldn’t. Learn more about how Slack can securely replace email inside your company.

Yes. Slack Connect lets you work securely with external partners such as customers, brokers and vendors. Slack Connect is a more secure and productive way for organizations to communicate together. It lets you move all the conversations with your external partners, clients, vendors and others into Slack, replacing email and fostering collaboration. Slack’s enterprise-grade security features and compliance standards, such as Enterprise Key Management, extend to Slack Connect.