SOLUTION

Deepen Customer Relationships

Unlock your bank’s competitive advantage and earn loyalty with a unified view of every customer.

Here's how it works.

First, achieve a single household view.

Infographic showing disparate systems on the left being integrated by Salesforce

Integrate data across disparate systems, add new data sources with ease, and reuse these connections across channels to unify the experience.

Provide visibility into customer relationships and financial holdings from a single, customizable view.

Link customers with households, business groups, and trusts to visualize key relationships within each customer's circle of influence.

Next, unify teams and data for greater transparency and collaboration.

Unify teams and data for greater transparency and collaboration.

Infographic showing customer life with different accounts connected to banking professionals through Salesforce

Source and prioritize referrals from across different lines of business, directly from customers, or from the customer's circle of influence, to address customers' financial needs.

Here's how it works.

First, achieve a single household view.

Integrate data across disparate systems, add new data sources with ease, and reuse these connections across channels to unify the experience.

Provide visibility into customer relationships and financial holdings from a single, customizable view.

Link customers with households, business groups, and trusts to visualize key relationships within each customer's circle of influence.

Next, unify teams and data for greater transparency and collaboration.

Then, collaborate as one team to address customer needs.

Source and prioritize referrals from across different lines of business, directly from customers, or from the customer's circle of influence, to address customers' financial needs.

U.S. Bank puts people first by improving the customer experience.

See the story

Clockwise from top left: John Bilden, SVP Head of Enterprises CRM. Kimber Borders, VP Development Manager. Kate Quinn, Vice Chairman, Chief Administrative Officer.

Laptop screen showing customer account chart

Learn how to build customer trust with the #1 CRM.

Watch Demo

What’s included in this solution?

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 is a mobile app that 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.