Salesforce’s Einstein Copilot is Here: The Trusted Conversational AI Assistant for CRM.
Learn More. >
Learn More. >
COMMERCIAL BANKING
Help more clients achieve their business goals.
Personalize commercial banking experiences to strengthen relationships, improve onboarding, generate referrals, and scale fast with automation.
Reduce operational costs and innovate faster with purpose-built commercial banking solutions.
Identify and engage prospects.
Find and educate new clients with targeted messaging and personalized marketing journeys.
Onboard with ease.
Simplify the onboarding process from acquisition and discovery to reviews and renewals.
Earn loyalty with every interaction.
Anticipate needs and provide frictionless, personalized experiences from lead to loyalty.
Deepen Customer Relationships
Connect customer data and get a unified view across channels. Provide visibility into customer relationships and financial holdings from a single, customizable platform.
How It Works
Achieve a 360-degree view.
Integrate data across systems, easily add new data sources, and reuse connections across channels to unify the experience.
Provide visibility into customer relationships and financial holdings.
Link customers with households, business groups, and trusts to visualize key relationships.
Unify teams and data for greater transparency and collaboration.
Source and prioritize referrals from across different lines of business to address customers' financial needs.
What's Included
- Financial Services Cloud enables you to unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
- Experience Cloud lets you quickly launch data-powered sites, portals, and apps, connected across the customer journey.
- CRM Analytics for Financial Services Cloud helps your entire team find important answers and start making data-driven decisions.
- MuleSoft Anypoint Platform lets you integrate data from any system to deliver critical, time-sensitive projects — all with a single platform for APIs and integrations.
- Datorama is AI-powered marketing intelligence. Make smarter decisions by connecting and acting on all of your marketing data, investments, and KPIs.
Service Innovation for Commercial Banking
Anticipate customer needs, provide assistance quickly, and help businesses grow with a single, 360 degree customer view.
How It Works
Empower customers to self-serve.
Present knowledge base and chatbots with modern, conversational UI.
Provide assistance quickly.
Enable CSRs to pull up information right away, all in a unified system.
Resolve the issue completely.
Connect the middle and back office workflow for improved orchestration with all your teams.
Anticipate customers’ future needs.
Understand a customer’s needs with products that work together and align to your sales cycle.
Deliver continuous data-driven engagement.
Keep relationship intelligence in one place, powered with AI to power future interaction.
What's Included
- Financial Services Cloud enables you to unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
- MuleSoft Anypoint Platform lets you integrate data from any system to deliver critical, time-sensitive projects — all with a single platform for APIs and integrations.
- Service Cloud allows you to automate your processes, streamline your workflows, and deploy the right agent at the right time.