Banking Resource Kit

Infographic
 
Bring the Banking Customer into Focus Infographic

Bring the Banking Customer into Focus Infographic
This illustration spells out how the Lead & Referral Engine helps banks recover lost revenue and convert more leads while providing a stellar customer experience.

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Demo
 
Salesforce Lead and Referral Engine Overview and Demo

Salesforce Lead and Referral Engine Overview and Demo
The Lead & Referral Engine solution enables small and large banks to intake, distribute, manage and nurture leads from any channel, business line, or product and convert them to new accounts.

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Webinar
 
Top 5 Tech Strategies for Banks Webinar

Top 5 Tech Strategies for Banks Webinar
Hosted by American Banker, this webinar features speakers from customer companies BMO Harris Bank and RBS Citizens Bank who share how they've brought their customers into better focus and reaped the measured rewards of doing so.

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White Paper
 
Bring the Banking Customer into Focus

Bring the Banking Customer into Focus
You know better lead & referral management yields improvements, but have you crunched the numbers? You may be leaving money on the table. Read this white paper to learn more.

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Video
 
Platform Public Sector Demo

Salesforce1 World Tour '14 Boston: OneUnited Bank Leverages the Salesforce1 Platform
How can tech and IT take a lead role in helping your business move forward? Hear how OneUnited transformed its go-to-market strategy using salesforce.com.

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Webinar
 
Greater Collaboration for Increased Cross-Selling Opportunities Webinar

Increase Collaboration to Convert More Leads
Providing a consistent picture of the customer household to every line of business results in more lead conversion, cross-selling opportunities and an outstanding customer experience.

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White Paper
 
Banking and the Connected Customer White Paper

5 Ways Community Banks can Leverage CRM Solutions to Boost Profitability
The most successful community banks are using advanced customer relations management and collaboration technology to mitigate risks and maximize opportunities.

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Demo
 
Platform Public Sector Demo

The Mortgage Banking Lifecycle with Salesforce
See how with salesforce.com, you can earn client trust and grow your business.

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Webinar
 
Platform Public Sector Demo

Getting Back the Community to the Bank
Hear directly from New Hampshire Bank on how it trained 300 users on salesforce.com and watch a live demonstration.

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Stories
 
Customer Stories

Customer Successes
Visit our story archive to read how banks large and small have successfully transformed their businesses with salesforce.com.

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Webinar
 
Wowing the Customer with Salesforce for Service

Wowing the Customer with Salesforce for Service
Learn how First National Bank of Sioux Falls provides stellar customer service.

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