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Do more for your members and customers without growing your team
Salesforce for Credit Unions and Community Banks brings AI and data together to deliver personalized service, deepen member and customer trust, and build lasting loyalty, all with the team you already have.
These companies achieve success with Salesforce.
Deliver service that keeps members and customers coming back, without stretching your team.
Salesforce brings together AI and real-time data so every interaction feels personal, proactive, and trustworthy — around the clock, no matter who's at their desk.
How it works:
- Get a 360-degree view of your customers and members. One unified platform tracks every interaction, product, service, and relationship across your core banking systems, giving your team instant access to each customer's complete financial profile when it matters most.
- Eliminate manual tasks. Customer-facing AI agents autonomously handle simple, routine tasks like research, summarization, and account updates around the clock.
- Optimize customer, member and employee experiences with AI. Equip customers, members, and employees with an AI-infused, centralized solution that puts customers at the center of every interaction.
- Get to resolution faster with pre-built workflows. Ready-to-deploy, industry-specific processes and workflows require minimal set up so your teams can start resolving cases faster from day one, without heavy IT investment.
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 Cloud
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.
Turn member trust into deposit growth.
Unify member data and streamline workflows so your team can spot deposit opportunities early. Show up to every interaction with the insight and confidence that builds lasting trust.
How it works:
- Find and win the right deposit opportunities. Identify the members and prospects most likely to deposit, follow up at the right moment, and run targeted outreach that turns interest into action.
- Recommend the right products at the right moment. Give your team a complete view of each member's household so you can anticipate needs, offer relevant financial guidance, and deepen the relationships that drive long-term loyalty.
- Resolve service needs faster. Empower agents with improved case management, guided processes, and pre-built workflows to quickly resolve requests 24/7.
- Retain and deepen relationships. 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.
With Salesforce, we have been able to scale and impact more people and businesses than we could have ever imagined.
Carlos NaudonCEO, Ponce Bank
Keep up with the latest community bank and credit union trends, insights, and conversations.
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Playbook
The Future of Banking with Trusted Generative AI
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.
