Helping growing financial services businesses grow.

Helping growing
financial services businesses grow.

 

Turn transactional customer relationships into lasting bonds.

 
Whether you’re a bank, insurer, lender, or fintech firm, Salesforce Customer 360 for Financial Services helps you put customers at the centre of everything you do. Make their financial journeys seamless by connecting all transactions, touchpoints, and teams on our platform. Use a 360-degree customer view to engage with customers at a personal level, and help them achieve their financial goals faster. Do it all in the most productive way with intelligent automation and AI.
 
 

Hear from our Customer Trailblazers.

 

VIDEO

4 min. watch

ASK Asset & Wealth Management has digitised almost 85% of its customer lifecycle processes, and reduced manual data capture by 60%.

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VIDEO

2 min. watch

By automating lending and credit decisioning on Salesforce, DMI Finance can process 1.5 million loan applications a month with a lean team.

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Dive Into Growth Stories.

 

VIDEO

13 min. watch

With a digital approach to sales and service, Rurash Financials has witnessed 30-35% growth in the past few years. Trace their success journey in this video.

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VIDEO

15 min. watch

Discover how Hero FinCorp makes customer onboarding and verification checks so smooth that loans can be approved almost instantly.

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Unwrap Trends with Industry Leaders.

 

VIDEO

22 min. watch

Gen AI and Gen Z are revolutionising the way financial services firms operate. The focus is now on creating engaging, digital-first customer experiences in a secure manner. Learn more about these trends here.

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Questions? We’ll put you on the right path.

 
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