Optimising Retail & Commercial Banking: Elevating Customer and Employee Experiences with Salesforce

Unlock the full potential of retail & commercial banking with Salesforce Financial Services Cloud, enhancing both customer and employee experiences to improve satisfaction.

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Principal Benefits of Salesforce Financial Services Cloud in Banking

Enhance your rebanking services by equipping your team with a comprehensive view of customer data and insights across the enterprise, leading to improved client satisfaction and increased revenue through Salesforce Financial Services Cloud.

Customer Relationship and Experience Management

Optimise banking relationships and elevate client interactions with strategic management and enhanced customer experiences.

Sales and Revenue Enhancement

Boost your bank’s sales and revenue through strategic pipeline management and targeted cross-selling and up-selling initiatives.

Operational and Branch Efficiency

Streamline operations and enhance efficiency across bank branches with integrated management solutions and optimised lending processes.

Marketing and Engagement Strategy

Enhance engagement and optimize marketing strategies through targeted automation and data-driven customer interactions.

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Enhanced
Customer Relationship and Experience Management

Optimise banking relationships and elevate client interactions with strategic management and enhanced customer experiences.
Integrated Customer Insights
Connect Salesforce with core banking systems to offer a comprehensive 360-degree view of customers, facilitating enhanced analytics, risk identification for compliance, and effective policy documentation.
Enhanced Customer Engagement
Utilise chatbots for on-site self-service Q&A, leverage customer surveys to boost satisfaction scores and implement improvements based on direct feedback.
Efficient Inquiry Resolution
Provide staff with an internal knowledge base and case document management tools to quickly and accurately address customer inquiries.
maximise value

Maximised
Sales and Revenue Enhancement

Boost your bank’s sales and revenue through strategic pipeline management and targeted cross-selling and up-selling initiatives.
Lead and Opportunity Optimisation
Equip sales teams with tools for managing leads, referrals, and opportunities, enabling efficient tracking and nurturing of potential and existing customers.
Insightful Customer Analysis
Leverage analytics to examine customers’ transaction patterns, providing a basis for tailored financial product offerings and proactive advice.
Proactive Sales Recommendations
Utilise intelligent systems to deliver targeted cross-sell and up-sell recommendations, enhancing customer value and boosting revenue opportunities.

Sustainable
Operational and Branch Efficiency

Streamline operations and enhance efficiency across bank branches with integrated management solutions and optimised lending processes.
Performance Tracking
Enable branch managers and administrators to monitor the performance and productivity of branches, employees, and customer segments efficiently.
Streamlined Customer Consent and Underwriting
Facilitate seamless management of customer consents, underwriting, and approval processes to accelerate product onboarding.
Automated DAO Applications
Implement automation in the DAO application process, reducing time and increasing accuracy in document handling and processing.
Targeted Marketing and Engagement Strategy

Targeted
Marketing and Engagement Strategy

Enhance engagement and optimise marketing strategies through targeted automation and data-driven customer interactions.
Automated Personalised Campaigns
Automate personalised marketing campaigns for different business lines and products to ensure tailored customer engagement.
Integrated Multichannel Communications
Leverage a multichannel approach, utilising web, mail, phone, and SMS to interact with customers across their preferred platforms.
Enhanced Lead Nurturing and Onboarding
Streamline the lead nurturing process with automated, customised onboarding sequences to efficiently convert leads into loyal customers.
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