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Register nowCommercial Banking CRM: Modernise Relationship Management and Client Onboarding
Deliver seamless, personalised client experiences with a purpose-built CRM for commercial banking. Use Agentforce, AI, and data to deepen relationships, simplify onboarding, and proactively deliver what clients want. Reduce operational costs, scale with automation, and innovate faster on a trusted platform.
These leading institutions achieved onboarding success with Salesforce's commercial banking CRM.
Modernise the relationship manager experience and boost productivity.
See all client data from accounts, lending, and treasury in one place and use AI to automate complex workflows. Bankers can focus on advising and portfolio growth without adding headcount.
How it works:
See all client data in one unified view — business accounts, credit, treasury services, insights, and more. Relationship managers get everything they need without switching between systems.
Surface cross-sell opportunities, next best actions, and seamless workflows in one place. Less time on systems, more time on strategy.
Use AI agents to prepare for client reviews, generate credit summaries, send follow-ups, and update records, saving hours every week.
Help relationship managers oversee more clients, identify cross-sell opportunities, and deepen wallet share with AI and automation that scales teams efficiently.
Build a powerful commercial banking client solution with these Salesforce products:
Agentforce for Financial Services
Fuel efficiency and drive superior customer service 24/7 with Agentforce.
Financial Services Cloud
Unify customer experiences across channels, geographies and both consumer and commercial lines of business.
Data 360
Activate all your customer data across Salesforce applications.
Tableau
Drive predictable revenue with analytics and AI for organisations.
Slack
Bring together the right people, information and tools to drive business.
Marketing Cloud
Personalise customer experiences and optimise each campaign with data-first solutions for any channel and device.
Simplify commercial banking client onboarding.
Connect and streamline commercial banking client onboarding processes across your front, middle and back office. Create efficient, gratifying and compliant onboarding experiences for customers and bankers alike with a purpose-built commercial banking CRM.
How it works:
Create campaigns, identify leads, mature prospects, and get to that all important “yes." Begin building customer profiles from the first touch for a smoother commercial banking client onboarding process.
Use guided discovery to get the information you need to to satisfy KYC requirements. Help your customer select the products and services that best fit their needs.
Match the customer to appropriate products based on your new knowledge of their needs, preferences and qualifications, all while looking out for their financial wellbeing.
Generate papers, collect signatures and connect with core systems to instantiate accounts and products. Educate customers on their new products and encourage adoption and usage.
Build a powerful commercial banking client onboarding solution with these Salesforce products:
Financial Services Cloud
Unify customer experiences across channels, geographies and both consumer and commercial lines of business.
Marketing Cloud
Personalise customer experiences and optimise each campaign with data-first solutions for any channel and device.
Tableau
Boost productivity and decision-making with the world’s leading AI-powered analytics platform.
Agentforce for Financial Services
Fuel efficiency and drive superior customer service 24/7 with Agentforce.
MuleSoft Anypoint Platform
Integrate data from any services system to deliver critical, time-sensitive data - all with a single platform for APIs and integrations.
Process Compliance Navigator
Stay ahead of evolving regulations with an intelligent platform built for financial services.
Automate service processes and get a connected view of your customers.
Use AI and data to connect to core banking systems while improving efficiency and speed with automation. Drive customer satisfaction through scaled service and real-time personalised engagement.
How it works:
Consolidate data into a single, unified platform that tracks every interaction, relationships, and products, from internal, external, and core banking systems. Instantly access critical information about each client's complete financial profile, preferences, and history.
Client-facing agents can complete tasks like research, summarisation, and account updates autonomously.
Equip customers and employees with an AI-infused, centralised solution that puts customers at the centre of every interaction. Reduce manual tasks with Agentforce.
Save time with ready-to-deploy, industry-specific processes and workflows that require minimal customisation and technical resources.
Build a powerful commercial banking service solution with these Salesforce products:
Financial Services Cloud
Unify customer experiences across channels, geographies and both consumer and commercial lines of business.
Agentforce for Financial Services
Fuel efficiency and drive superior customer service 24/7 with Agentforce.
Service Cloud
Automate financial transactions and processes and streamline workflows that drive customer satisfaction.
Process Compliance Navigator
Stay ahead of evolving regulations with an intelligent platform built for financial services.
MuleSoft Anypoint Platform
Integrate data from any services system to deliver critical, time-sensitive data - all with a single platform for APIs and integrations.
Tableau
Personalise customer experiences and optimise each campaign with data-first solutions for any channel and device.
Slack
Bring together the right people, information and tools to drive business.
Keep up with the latest commercial banking trends, insights, and conversations.
We are putting the client at the centre of everything we do. That will drive customer success for clients in Africa and business success for us.n
Yvonne NamutosiSalesforce Country Head, Uganda and Global Service Lead, Standard Bank
Drive deeper in client relationships and growth.
Use AI and unified client data to move beyond reactive selling. Deepen trust and primacy, increase loyalty, and grow wallet share through personalised, timely engagement.
How it works:
Consolidate fragmented data from core banking, internal, and external systems. Get a comprehensive view of every client's financial profile, interactions, and preferences.
Surface the most promising leads right where your relationship managers work, using unified data and real-time signals.
Use agentic AI agents to draft business plans, personalise offers, and suggest updates that deepen trust and primacy faster.
Create referrals, unite LOBs, and quickly guide clients through next steps.
Build your banking cross-selling solution with these Salesforce products:
Financial Services Cloud
Unify customer experiences across channels, geographies and both consumer and commercial lines of business.
Agentforce for Financial Services
Fuel efficiency and drive superior customer service 24/7 with Agentforce.
Process Compliance Navigator
Stay ahead of evolving regulations with an intelligent platform built for financial services.
Data 360
Activate all your customer data across Salesforce applications.
Marketing Cloud
Personalise customer experiences and optimise each campaign with data-first solutions for any channel and device.
Tableau
Personalise customer experiences and optimise each campaign with data-first solutions for any channel and device.
MuleSoft
Integrate data from any services system to deliver critical, time-sensitive data - all with a single platform for APIs and integrations.
Ready to take the next step with the world's #1 AI CRM for Financial Services?
Start your trial.
Try Financial Services Cloud free for 30 days. No credit card. No installations.
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Learn how Salesforce for financial services empowers customers’ financial success.
Commercial Banking FAQs
Salesforce is actually a suite of products that support the end-to-end lifecycle of a customer. The same tried-and-true automation capabilities used in the front office can be used in the mid/back office to effectively orchestrate work associated with customer onboarding and account opening.
The Headless 360 platform has matured to become much more than a commercial banking CRM. Our capabilities lend themselves well to operational roles. Leading analysts recently rated Salesforce as a leader in financial services CRM software, specifically calling out our coverage of front, middle and back office.
Applications like these are often built as point solutions (e.g. back-office only) resulting in disconnectedness, re-keying, errors and lack of visibility or transparency to both customers and those that serve them. The Headless 360 platform connects the bank's operations front to back.
Onboarding is not a new use case for Salesforce. Customers like Santander in the UK have used Salesforce to reduce their onboarding time up to 80%. PenFed Credit Union uses Salesforce to help onboard its clients and has dramatically reduced its technical debt and oversight of multiple systems.
A commercial banking CRM manages customer relationships, tracks interactions and centralises data for better client understanding and tailored financial services in commercial banking operations.
Select a commercial banking CRM based on scalability, integration abilities, user-friendliness, security features and specific tools aligning with commercial banking needs. Prioritise seamless customer data management and service customisation.
Client onboarding in commercial banking ensures compliance, risk mitigation and personalised service. It sets the foundation for relationships, enabling tailored solutions and efficient financial management for clients.
