See live product demos, case studies, and industry trends in our FinServ webinar series.
Register nowIncrease deposits with data and AI-powered experiences.
Grow revenue while delivering exceptional service to members and customers with a purpose-built CRM for credit unions and community banks. Use Agentforce, AI, and data to deepen trust and build loyalty, while improving efficiency and speed.
These companies achieve success with Salesforce.
Accelerate Deposit Growth
Drive deposit growth with a deeply unified platform that harmonizes your data and leverages AI to simplify complex workflows, improve speed, and ensure every member interaction builds trust.
How it works:
Automate lead capture and management, prioritize high-value prospects, and launch targeted campaigns that drive conversion.
Visualize the entire household to anticipate member needs and move beyond generic sales to deliver meaningful financial advice that deepens relationships.
Empower agents with improved case management, guided processes, and pre-built workflows to quickly resolve requests.
Use AI-powered insights to identify at-risk accounts and expansion opportunities, reward loyalty, and improve referrals.
Accelerate deposit growth with these Salesforce products:
Financial Services Cloud
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Service Cloud
Automate financial transactions and processes, and streamline workflows that drive customer satisfaction.
Sales Cloud
Engage buyers effectively, improve seller productivity, close deals faster, and grow revenue on the most complete sales platform.
Flow
Generate real-time, intelligent workflows with Data + AI + CRM + Trust.
AppExchange
The world’s leading enterprise cloud marketplace of proven apps and experts. Easily find financial services solutions that are right for you.
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 personalized engagement.
How it works:
Consolidate data into a single, unified platform that tracks every interaction, product, service, and relationship and connect to core banking systems. Instantly access critical information about each customer's complete financial profile, preferences, and history.
Customer- and member-facing agents can complete tasks like research, summarization, and account updates autonomously.
Equip customers, members and employees with an AI-infused, centralized solution that puts customers at the center of every interaction. Reduce manual tasks with Agentforce.
Save time with ready-to-deploy, industry-specific processes and workflows that require minimal customization and technical resources.
Build your 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.
Data 360
Activate all your customer data across Salesforce applications.
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.
Slack
Bring together the right people, information, and tools to drive business.
Marketing Cloud
Personalize customer experiences and optimize each campaign with data-first solutions for any channel and device.
Keep up with the latest community bank and credit union trends, insights, and conversations.
Community Banks and Credit Union FAQ
Salesforce is used by institutions that require acquisition, onboarding, personalization, and service capabilities. Our solutions streamline operations and improve customer and member experiences with AI, data, and a purpose-built CRM for community banks and credit unions on a trusted platform.
The accelerator reduces the cost and complexity of implementation by providing pre-configuration out-of-the-box. These pre-configured use cases are tailored to the most popular needs of these organizations and built from best practices seen across community banks, credit unions, and Community Development Financial Institutions.
The Financial Services Cloud Accelerator is best suited for community banks, credit unions, and other banks with an asset size under $10 billion. The accelerator includes pre-configured use cases for customer and member engagement, service excellence, data and insights, and much more.
