Salesforce has been named a leader in The Forrester Wave™: Financial Services CRM, Q3 2023 report.
See how Forrester evaluated financial services customer relationship management (CRM) providers with retail banking, insurance, wealth, and investment solutions to determine how each provider measures up.
In this report, learn why Forrester recommends that financial services CRM customers should look for providers that:
Offer prepackaged solutions and partners specific to their business type
Optimize customer value and ROI across the entire customer journey
Deeply embed automation and AI
At Salesforce, we believe our nearly decade-long investment in building Financial Services solutions that create a single customer view and span front to back office makes us a natural leader.