This Forrester Consulting study discovers how finservs avoided disruption – and saved millions

Data breaches. Regulatory scrutiny. Skyrocketing customer expectations. For banks, insurers and wealth organisations, 2022 has delivered one challenge after another.

But this period of disruption shouldn’t put your organisation in defensive mode. Salesforce commissioned a Total Economic Impact™ study conducted by Forrester Consulting to explore the impact of Salesforce Customer 360 on finserv organisations. The study discovered decreased costs, improved customer engagement and employee satisfaction in one fell swoop by switching to Salesforce Customer 360.

This unified platform brings together Salesforce’s suite of solutions across services, sales, marketing and more to drive better business outcomes. The result? Total benefits of $81.3m over three years for a composite finserv with $1.2bn annual revenue. Here's how the numbers stack up.

The composite Organisation that switched to Salesforce CRM improved the efficiency of managing security, compliance and regulation items by 50%



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Revitalise your financial services organisation.

3 reasons why the Forrester study concluded that Salesforce Customer 360 uncovered new efficiencies, decreased costs and drove business outcomes.
New efficiencies in developing and deploying applications and upgrades by up to 80%.
Cost savings from 25% improvement in average call handling time.
Improved marketing outcomes from efficiency in campaign delivery by 60%.



“Salesforce Customer 360 costs half as much to run and maintain when compared with our previous technology environment.”


“Maintenance and upgrades used to cost our organisation millions each year. With Salesforce, we can run this process much more frequently, and at a fraction of the cost.”




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