Unified Customer Experience on Salesforce Financial Services Cloud
Unified Customer Experience on Salesforce Financial Services Cloud
Today's seamlessly connected customer is raising expectations for organizations to "show them they know them" by providing efficient, informed and integrated experiences no matter which contact channel they choose. Join us in an interactive discussion to hear how a leading regional bank leveraged their digital transformation, powered by Salesforce Financial Service Cloud and combined with nCino, to better serve their customers. They drove compliant growth and profitability by extending relationships across and between their commercial banking, wealth and retail businesses, increasing operational efficiency, enabling bankers and relationship managers, and ultimately improving customer experience all in under a 10-month timeframe.
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