The Customer Success Platform for Financial Services
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A perfect storm of trust and technology change is reshaping client expectations and the competitive landscape in financial services. Salesforce is helping financial services customers rebuild their platforms — evolving from a simple transactional relationship to a deeper relationship with clients that is improving customer satisfaction and retention. Watch this video to hear our vision of the Customer Success Platform reimagining your customer journeys across the financial services industry; leveraging an adaptable platform that wraps channels, products, and business lines around the customer.