{"id":1181,"date":"2022-04-21T19:45:00","date_gmt":"2023-06-06T19:45:59","guid":{"rendered":"https:\/\/www.salesforce.com\/?p=1181"},"modified":"2023-07-12T05:16:30","modified_gmt":"2023-07-12T05:16:30","slug":"financial-services-profitability-customer-experiences","status":"publish","type":"post","link":"https:\/\/www.salesforce.com\/ap\/blog\/financial-services-profitability-customer-experiences\/","title":{"rendered":"5 Ways Financial Services Can Drive Profitability Through a Unified Customer Experience"},"content":{"rendered":"\n

Increased competition, changing customer expectations, and the rise of omni-channel experiences are all driving change for financial services. This means financial services institutions need to evolve the way they engage customers to stay competitive. <\/p>\n\n\n\n

\u201cA lot of financial institutions have to reimagine their operating model, as many banks and insurers are disintermediated by fintechs and insuretechs,\u201d said Cyril Cymbler, VP Financial Services Practice EMEA & ASEAN, Salesforce. He was speaking during a discussion at the recent IDC Asian Financial Services Congress 2022<\/a>.<\/p>\n\n\n\n

\u201cTo overcome that challenge, banks and insurers are focusing on initiatives to simplify their processes and create efficiencies, while improving the customer experience.\u201d <\/p>\n\n\n\n

This shift highlights the link between customer relationships and profitability. However, Salesforce research<\/a> revealed that in recent years, exceptional customer service and support became more important than ever due to changing customer expectations in the digital age. This presents a massive opportunity for financial services institutions to stand out among the competition by elevating the customer experience. <\/p>\n\n\n\n

How are customer journeys being reimagined in response? What opportunities exist to drive profitability? Here are five strategies to help financial services institutions drive profitability through a unified customer experience. <\/p>\n\n\n\n

  <\/a> <\/p>\n\n\n\n

\"Click <\/a> \u00a0 <\/p>\n\n\n\n

For details on this infographic, please click here.<\/a> <\/span><\/p>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Here\u2019s how technology can help the financial services industry deliver great customer experiences and drive profitability.<\/p>\n","protected":false},"author":1,"featured_media":1179,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"sf_justforyou_enable_alt":true,"optimizely_content_id":"","post_meta_title":"","ai_synopsis":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"sf_topic":[28,57,18,17,8],"sf_content_type":[],"coauthors":[3],"class_list":["post-1181","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","sf_topic-customer-experience","sf_topic-crm","sf_topic-digital-transformation","sf_topic-financial-services","sf_topic-customer-relationships"],"yoast_head":"\nHow Financial Services Can Create a Unified Customer Experience - Salesforce<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.salesforce.com\/ap\/blog\/financial-services-profitability-customer-experiences\/\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"5 Ways Financial Services Can Drive Profitability Through a Unified Customer Experience\" \/>\n<meta property=\"og:description\" content=\"Here\u2019s how technology can help the financial services industry deliver great customer experiences and drive profitability.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.salesforce.com\/ap\/blog\/financial-services-profitability-customer-experiences\/\" \/>\n<meta property=\"og:site_name\" content=\"Salesforce\" \/>\n<meta property=\"article:published_time\" content=\"2023-06-06T19:45:59+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-07-12T05:16:30+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2023\/06\/financial-services-profitability-customer-experiences.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"500\" \/>\n\t<meta property=\"og:image:height\" content=\"281\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Salesforce\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Salesforce\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.salesforce.com\/ap\/blog\/financial-services-profitability-customer-experiences\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.salesforce.com\/ap\/blog\/financial-services-profitability-customer-experiences\/\"},\"author\":[{\"@id\":\"https:\/\/www.salesforce.com\/ap\/blog\/#\/schema\/person\/image\/2ae386e5431d87a4765b35117b6738e1\"}],\"headline\":\"5 Ways Financial Services Can Drive Profitability Through a Unified Customer Experience\",\"datePublished\":\"2023-06-06T19:45:59+00:00\",\"dateModified\":\"2023-07-12T05:16:30+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.salesforce.com\/ap\/blog\/financial-services-profitability-customer-experiences\/\"},\"wordCount\":214,\"commentCount\":0,\"image\":{\"@id\":\"https:\/\/www.salesforce.com\/ap\/blog\/financial-services-profitability-customer-experiences\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.salesforce.com\/ap\/blog\/wp-content\/uploads\/sites\/8\/2023\/06\/financial-services-profitability-customer-experiences.jpg\",\"inLanguage\":\"en-SG\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.salesforce.com\/ap\/blog\/financial-services-profitability-customer-experiences\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.salesforce.com\/ap\/blog\/financial-services-profitability-customer-experiences\/\",\"url\":\"https:\/\/www.salesforce.com\/ap\/blog\/financial-services-profitability-customer-experiences\/\",\"name\":\"How Financial Services Can Create a Unified Customer Experience - 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