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Achieving Service Excellence with Salesforce for Retail Banking

Featured Speakers:

Michelle Weisenborn, VP Enterprise Sales & Service Manager at UMB Bank
JP Owens, Managing Director, Banking & Lending Practice at Silverline
Kelly Utley, Senior Director of Financial Services Product Marketing at Salesforce

There’s a new baseline for the customer experience in banking. People expect more channels, more capabilities, and things to move at a faster pace. Banking customers want their financial institutions to provide more than just service; they want insights, guidance, and relevant recommendations.

Improving customer service is key, as it has been for a while. If your firm doesn’t have the right platform to help meet new expectations, it’s time to implement a change. It’s time to introduce a platform that goes beyond traditional customer service.

In this webinar, learn how UMB Bank migrated to a Salesforce solution that supports a wide range of service centre activities with real-time updates across customer profiles, financial accounts, and transactions. We’ll walk you through how this seamless integration led to an increase of survey responses by 24%, first call resolution by 11%, and an increase overall customer satisfaction by 8%, all in just the first two months of implementation.


Access the webinar now.

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