Build a lifetime of trust with a unified banking experience.

Drive customer loyalty by creating seamless and personalised experiences.
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Banking customer using laptop
 
 
Customer chatting with banking service representative
 

Transform Service Experiences

Deliver personalised service on any channel, and integrate the entire banking experience across service, sales, and marketing. Unify data to automate routine tasks and connect channels.
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Deepen Customer Relationships

Connect customer data and get a unified view across channels. Provide visibility into customer relationships and financial holdings from a single, customisable view.
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Service representative text messaging with customer confirming if she has moved
 

Elevate Omni-Channel Experiences

Build trust with seamless, secure mobile and digital experiences. Reduce onboarding complexity, deliver personalised interactions, and manage volume with AI and self-service options.
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Explore our New Solution for Corporate and Investment Bankers

Now corporate and investment bankers, compliance managers, and group heads can get an advantage with differentiated insights and compliant deal management.
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Unite your bank around the customer with Financial Services Cloud.

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Featured customer - Lendi
 

"We want to make the home loan process as easy as possible and let customers engage with us on their own terms — whether it’s by email, phone, or live chat."

DAVID HYMAN, CO-FOUNDER AND MD OF LENDI

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Explore the advantages of Salesforce for Banking

 

Research and Reports

The Connected Financial Services Report

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Discover the future of financial services in The Connected Financial Services Report

Video

Get Ahead of the Curve: Lessons from Financial Service Mavericks

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Get Ahead of the Curve: Lessons from Financial Service Mavericks

Video

Streamline Digital Lending

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Streamline Digital Lending
 

Ready to learn more about Banking solutions?

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Banking CRM from Salesforce.

With the power of Salesforce driving banking solutions, your firm can revolutionise the way it manages customer relationships for optimal success. Salesforce isn’t just software. It’s software in the cloud designed to continually meet your industry needs, supercharge productivity, and boost bottom lines. Learn more about banking CRM, and how Salesforce can help your business grow.
 
Read More About CRM Features & Benefits