See live product demos, case studies, and industry trends in our FinServ webinar series.
Register nowBoost customer satisfaction with an AI-powered banking CRM.
Deliver connected experiences from customer acquisition to service with a purpose-built CRM for retail banking. Use Agentforce, AI, and data to build trust and increase loyalty, while improving efficiency and speed with automation. Drive customer satisfaction through simplified onboarding, scaled service, and real-time personalized engagement.
These leading companies achieve success with Salesforce banking software.
Being able to see all the communication – chat transcripts, emails, phone calls – on the member's profile page has totally transformed the agent and member experiences.
Olivia BolesDirector, Operations Projects, PenFed
Streamline customer onboarding and compliance.
Simplify one of the most complex processes while making a great first impression with your customers. Modernize onboarding experiences with guided discovery and automation.
How it works:
Create campaigns, identify leads, mature prospects, and more. Begin to build customer profiles from the first touch and streamline the onboarding process.
Use guided discovery to gather the information you need to satisfy KYC requirements and help your customers select the products and services that best fit their needs.
Collect documents, verify inputs, run risk screening, and more, using automation and ecosystem partners – all on the Agentforce 360 Platform.
Match the customer to appropriate products based on their needs and preferences. Generate documents, collect signatures, and connect with core systems to open accounts. Empower customers on your tools to encourage adoption.
Build your banking 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
Personalize customer experiences and optimize each campaign with data-first solutions for any channel and device.
Tableau
Drive predictable revenue with analytics and AI for organizations.
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.
Drive deeper in client relationships and growth.
Use AI and unified customer data to move beyond reactive selling. Deepen trust and primacy, increase loyalty, and grow wallet share through personalized, timely engagement.
How it works:
Consolidate fragmented data from core banking, internal, and external systems. Get a comprehensive view of every customer's financial profile, interactions, and preferences.
Surface the most promising leads right where your CSRs, bankers, and marketing teams work, using unified data and real-time signals.
Use agentic AI agents to summarize accounts, personalize offers, and draft communications that deepen trust and primacy faster.
Create referrals, unite LOBs, and quickly guide customers through next steps.
Expand your banking customer relationships 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.
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
Personalize customer experiences and optimize each campaign with data-first solutions for any channel and device.
Slack
Bring together the right people, information, and tools to drive business.
MuleSoft Anypoint Platform
Integrate data from any services system to deliver critical, time-sensitive data – all with a single platform for APIs and integrations.
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 CRM in banking 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-facing agents can complete tasks like research, summarization, and account updates autonomously.
Equip customers 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.
Tableau
Boost productivity and decision-making with the world’s leading AI-powered analytics platform.
MuleSoft Anypoint Platform
Integrate data from any services system to deliver critical, time-sensitive data – all with a single platform for APIs and integrations.
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.
Data 360
Activate all your customer data across Salesforce applications.
Keep up with the latest retail banking trends, insights, and conversations.
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.
Retail Banking CRM Software FAQ
A banking CRM helps teams manage customer relationships, analyze interactions, centralize data, and so much more. This helps banks better understand customers and provide tailored financial services, while streamlining operations and driving growth.
Salesforce banking software is used by retail banks, credit unions, and others that require acquisition, onboarding, personalization, and service capabilities. Our solutions streamline operations and improve customer and member experiences with data, AI, and a purpose-built retail banking CRM built on a trusted platform.
The benefits of retail banking software include scaled acquisition and onboarding, automated service functions, personalized communication across multiple channels, increased customer and member satisfaction, and the ability to quickly adapt to evolving needs. This powers customer loyalty and operational efficiency.
Yes, our platform is flexible and can integrate with various banking systems, core banking platforms, and third-party applications to create a cohesive and unified ecosystem.
You can navigate the complexities of risk management and compliance with capabilities like data analytics, AI, workflow automation, risk assessment, monitoring, and mitigation. Our platform lets banks stay ahead of emerging risks and seamlessly adhere to industry regulations.
