SOLUTION

Elevate Omni-channel Experiences

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 retail bank to customer journey through Salesforce

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

Personalized Banking Experiences Transform generic transactions and inquiries into personalized and intelligent experiences. Use chat bots to resolve cases faster across any channel, connect complex service issues back to contact center agents empowered with an omni-channel workspace, and deliver proactive advice to customers through journeys based on their goals.

Future-Proof Your Solution Stay ahead of evolving customer expectations by using clicks instead of code to transform your online and mobile banking experiences.

Here's how it works.

First, achieve a single household view.

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

Personalized Banking Experiences Transform generic transactions and inquiries into personalized and intelligent experiences. Use chat bots to resolve cases faster across any channel, connect complex service issues back to contact center agents empowered with an omni-channel workspace, and deliver proactive advice to customers through journeys based on their goals.

Future-Proof Your Solution Stay ahead of evolving customer expectations by using clicks instead of code to transform your online and mobile banking experiences.

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

Then, collaborate as one team to address customer needs.

Barclays unlocks new opportunities with greater engagement.

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

SIDNEY WAGER, INTERMEDIARY PARTNERSHIPS DIRECTOR, BARCLAYS MORTGAGES

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.

Banking customer financial health dashboard and mobile app banking interface

Learn how to provide a digital-first customer experience.

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.

Marketing Cloud lets you personalize customer experiences and optimize each campaign with data-first enterprise solutions for any channel and device.

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.

Datorama is AI-powered marketing intelligence. Make smarter decisions by connecting and acting on all of your marketing data, investments, and KPIs.

Of consumers perform most transactions on bank websites or mobile apps*

Of millennials prefer basic payment activities with fintechs*

Of consumers say online capabilities are important when selecting a bank*

*Source: Salesforce “Connected Banking Customer Report””

Explore the advantages of Salesforce for Banking.

CUSTOMER STORY

Huntington Bank uses Salesforce to pinpoint customer needs and provide industry-leading service.

SEE THE STORY

ARTICLE

Trends in Financial Services Report

READ THE ARTICLE

WEBINAR

How banks can optimize customer onboarding to build trusted relationships

WATCH THE WEBINAR

Ready to learn more about Banking solutions?

CONTACT US

Elevate Digital Banking Experiences

Increase customer banking engagement with the use of digital banking solutions. Innovative technology allows banks to offer simplified and more engaging customer experiences on secure digital platforms which can be accessed anywhere and anytime.

Grow Client Relations: Facilitate wealth management with Salesforce Financial Services.

Banking CRM: Get a 360 degree view of the customer.

Streamline Digital Lending: Compete with new financial technology competitors.

Cloud Computing: Force.com's cloud computing platform allows you to build business applications quickly.

Benefits of Banking CRM: With all that’s expected of banks, a Customer Relationship Management (CRM) solution is no longer optional.

CRM Features Comparison: See a comparison of the different CRM options available.

Portfolio Management Software: Keep track of all of the data that goes into managing a healthy portfolio.

Investment Management Software: Learn more about how data analytics and artificial intelligence are transforming how advisors get to know and engage with their clients.

CRM Software Solutions: CRM benefits every industry and enterprise. Learn more about CRM solutions for your industry.

Financial Services

SOLUTION

Elevate Omni-channel Experiences

Here's how it works.

First, achieve a single household view.

Here's how it works.

First, achieve a single household view.

Then, collaborate as one team to address customer needs.

Barclays unlocks new opportunities with greater engagement.

Learn how to provide a digital-first customer experience.

What’s included in this solution?

Explore the advantages of Salesforce for Banking.

CUSTOMER STORY

Huntington Bank uses Salesforce to pinpoint customer needs and provide industry-leading service.

ARTICLE

Trends in Financial Services Report

WEBINAR

How banks can optimize customer onboarding to build trusted relationships

Ready to learn more about Banking solutions?

Elevate Digital Banking Experiences

Popular Searches

New to Salesforce?

About Salesforce

Popular Links

Americas

Europe, Middle East, and Africa

Asia Pacific

SOLUTION

Elevate Omni-channel Experiences

Here's how it works.

First, achieve a single household view.

Here's how it works.

First, achieve a single household view.

Then, collaborate as one team to address customer needs.

Barclays unlocks new opportunities with greater engagement.

Learn how to provide a digital-first customer experience.

What’s included in this solution?

Explore the advantages of Salesforce for Banking.

CUSTOMER STORY

Huntington Bank uses Salesforce to pinpoint customer needs and provide industry-leading service.

ARTICLE

Trends in Financial Services Report

WEBINAR

How banks can optimize customer onboarding to build trusted relationships

Ready to learn more about Banking solutions?

Elevate Digital Banking Experiences

Related Searches

Popular Searches

New to Salesforce?

About Salesforce

Popular Links

Americas

Europe, Middle East, and Africa

Asia Pacific