Solution: Transform Service Engagement

Deliver intelligent service your customers can bank on.


Provide the frictionless, personalised service your customers deserve.

In banking, your customers depend on you to help them achieve their life goals. With Financial Services Cloud, it’s never been easier to help customers manage their finances through proactive and personalised service. Unify data with MuleSoft to automate routine tasks and connect channels. Build guided workflows with drag-and-drop ease that assist agents and customers through any process. Offer intuitive, self-service portals and branded apps. Deliver service in any channel, and integrate the entire banking experience across service, sales, and marketing.


of retail banking transactions are service-oriented*



of customers attempt self-service before contacting support**



The average number of channels a customer uses to interact***

**Harvard Business Review
***State of the Connected Customer, Second Edition, Salesforce.

Explore the advantages of Salesforce for banking customer service.

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.