The COVID-19 pandemic was a turning point for India’s financial services industry. Digital adoption and automation surged. Cash transactions gave way to contactless payments. And rising economic uncertainty made it more important than ever for financial services firms to win customer trust.
Today, 66% of customers expect companies to understand their unique needs and expectations. They’re looking for fluid, connected, and personalised financial services experiences at every touchpoint. Yet, only 27% of customers feel that the financial services industry is truly customer-centric.
Meet five Trailblazers from India who are changing this perception with Salesforce. Read their inspiring stories in our new ebook to learn how:
Rupeek united all post-disbursal teams on one platform, enabling them to coordinate customer requests seamlessly, and improve service productivity by 50%
Razorpay streamlined and automated sales processes, enabling merchants to be contacted within minutes of submitting their interest on the website
DMI Finance digitised their loan origination process, so that credit decisions for 95% of loan applications are made in less than 60 seconds
Edelweiss Global Wealth Management built a fully-automated NPS workflow and sentiment analysis engine that helped them resolve cases faster, resulting in 92% satisfied customers
RBL Bank integrated credit card application onboarding processes on one platform, reducing onboarding time via external channels by 50%
Download the ebook today.
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*Source: Salesforce Customer Success Metrics Survey, conducted 2015-2019 among 7000+ customers randomly selected. Response sizes per question vary.