RETAIL BANKING

Connect every banking experience.

Banking customers expect more. Deliver with seamless, digital-first, and personalized service experiences designed around them.
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Reduce operational costs and innovate faster with purpose-built retail banking solutions.

 

Reimagine the contact center.

Improve service engagement by unifying customer data from the middle and back office.

Simplify banking experiences.

Get a single, connected view of every customer and their data across channels, online and in person.

Build trust from lead to loyalty.

Provide swift, seamless onboarding, frictionless service, and simple, secure interactions at every touchpoint.
 
 

Service Innovation for Retail Banking

Empower customers to self-serve with chatbots and automation. Increase agent productivity and resolve cases faster with a single, 360-degree customer view.
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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 among teams.
 

Anticipate customers’ future needs.

Understand what's important to your customers with unified interaction data and AI

Deliver continuous data-driven engagement.

Deliver relevant messages to your customers across every channel.

What's Included

 
  • Financial Services Cloud enables you to unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
  • Service Cloud allows you to automate your processes, streamline your workflows, and deploy the right agent at the right time.
  • 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.
 
 
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Discover how OneUnited built best-in-class service innovation for retail banking.

 
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Elevate Omni-Channel Experiences

Boost trust with seamless, secure mobile and digital experiences. Use AI and self-service options to simplify onboarding, personalize interactions, and manage volume.
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How It Works

 

Unify customer engagement.

Create an engagement layer with data and insights about customer activity across any channel.

Personalize banking experiences.

Transform interactions with chatbots and empower agents to solve problems with customer-first journeys.

Future-proof your solutions.

Stay ahead of customer expectations by using clicks instead of code to reimagine online or mobile banking.

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.
 
 
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Salesforce takes our ideas and translates them into something that’s sustainable, usable, and efficient."

Sidney Wager

Intermediary Partnerships Director, Barclays Mortgages
 
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Explore resources for retail banking.

 
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VIDEO

Innovating through challenging times for financial services.

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Blog

Learn the ways your banking customers expect better service.

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GUIDE

Discover why banks need a new service model for the digital world.

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