Marketing Cloud, Trailhead...
SOLUTION: ACTIVATE CUSTOMER RELATIONSHIPS
Unlock the full power of the bank.
Earn loyalty with a unified view of every customer.
In the battle for the future of financial services, your bank possesses two huge advantages: the strength of your product portfolio and the richness of your customer data. With Salesforce, unlocking these advantages has never been easier. Leverage the combined power of Financial Services Cloud and MuleSoft Anypoint Platform™ to connect systems, channels, processes, and teams for an unparalleled 360-degree view of customers and their households. Drive breakthrough loyalty by empowering customers to contribute data about their financial needs through our connected Customer Portals. And unify the banking experience across middle- and back-offices with leading retail banking integrations for onboarding, core systems of record, predictive insights, loan pricing, and more — all available through the Salesforce AppExchange.
See how to activate customer relationships with the world’s #1 CRM.
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51%
of consumers feel their bank doesn’t understand their specific needs, goals, and preferences*
62%
of baby boomers use payment services provided by fintech companies*
42%
of consumers would share transaction data with trusted third parties in exchange for more personalised service**
* Salesforce’s Connected Banking Customer Report
** Mulesoft’s Consumer Connectivity Insights Report
** Mulesoft’s Consumer Connectivity Insights Report
Explore the advantages of Salesforce for Retail Banking.
E-book
The Trailblazer’s Guide to Financial Services Cloud
Customer Film
Citi Connects Banking Everywhere
Solutions Sheet
Financial Services Cloud for Retail Banking
Keynote
Be the Bank Your Customers Love with Salesforce Financial Services Cloud
Blog Post
Marketing for the Savvier Banking Customer
Webinar
A Single Customer View: Learnings from Financial Services Firms
Want to know more? Let’s talk.
We look forward to answering any questions and explaining all the ways Salesforce can help your banking organisation become the bank that customers love.
