Banking

Stronger Client Relationships Start with Salesforce

Few industries place a higher premium on strong client relationships than banking… so why can’t banks seem to get customer relationship management (CRM) technology that actually works? Today, some of the world’s most successful commercial and retail banks use Salesforce to strengthen those critical client relationships.

With Salesforce, relationship managers and product specialists at banks like SunTrust and BOK Financial Services work more closely than ever before to offer higher levels of service and cross-sell more effectively.

Salesforce combines an award-winning CRM application, a platform that simplifies integration with your internal systems, and ready-to-use banking solutions from our partners—and all of it can be tailored to the unique needs of your business.

Even better, salesforce.com’s software-as-a-service model means fewer risks for you, including no up-front capital investment in hardware or software and no ongoing maintenance or upgrade headaches.

CRM Software as a Service for Banking

  • Award-winning ease-of-use that drives adoption and simplifies compliance
  • Industry-leading CRM features for greater collaboration
  • A flexible platform to meet even the most extensive customization and integration requirements
  • Pre-integrated, add-on banking applications available via the AppExchange marketplace
 

Powerful, Easy-to-Use Features

Both retail and commercial banking teams need easy-to-use tools that help relationship managers and product specialists work together to benefit your clients and your business. Salesforce improves productivity by making managing clients as easy as checking email. So you can be confident that account teams will actually use Salesforce and make your CRM implementation a success.

 

A Single View of Your Client Data

To optimize client interactions, banking teams need all relevant data consolidated into a single view. With Salesforce, you can integrate CRM with data from in-house systems so your relationship managers have instant access to the information they need to provide better client service and uncover cross-sell opportunities.

 

Streamlined Compliance Management

Salesforce.com improves compliance management by capturing key client data, enabling approval management, and tracking activity history on a client-by-client basis. Automating these tasks ensures adherence to regulatory requirements while reducing administrative burden—giving your banking teams more time to focus on client service.

 

Apply the Power of Software as a Service Throughout Your Business

Your information and business process needs aren’t limited to CRM alone—you want to extend the power of software as a service to other areas as well. The AppExchange provides a variety of pre-integrated applications, including ones designed specifically for retail and commercial banking.