How to Transform Service Engagement in Retail Banking

Featured Speakers:

Matthew Cameron, Senior Product Marketing Manager, Finanacial Services, Salesforce

Paige Everett, Lead Solution Engineer, Financial Services,Salesforce


Service excellence is the key for building trust and loyalty in retail banking. In fact, 90% of retail banking transactions are service-oriented. Yet many banks’ service experiences are broken because they’re disconnected across channels, missing key self-service functionality, and lacking the personalized and proactive engagement that customers expect.

In this webinar, we’ll reveal a playbook for transforming service engagement by connecting every channel, business process, and customer data point to make your agents more efficient and your customers more satisfied. You’ll learn how to:

  • Create a 360-degree customer view that helps agents understand financial activities, goals, and relationships
  • Deliver personalized, intelligent, and scalable service across digital channels that also connects back to agents
  • Connect business processes to enhance self-service and eliminate the need for agents to swivel-chair between screens

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