Salesforce for Retail Banking

Deliver a superior retail banking experience for customers with insightful analytics solutions

Benefits of Salesforce Financial Services Cloud for Retail Banking

Create superior customer experiences. Give your team the technology and tools they need to identify, retain, and grow your customer base.

Compete with Digital Banks Without Sacrificing Services

Understand how your customers want to work with your bank and do just that! It’s possible with timely, value-added perspectives at scale. Allow customers to open accounts and receive service without requiring them to visit in person. Update the business with a digital-first customer experience while providing the power of the full services your bank provides.

Increase “In-market”/ Branch Referrals

While serving your customer, receive insights to highlight the potential referrals based on their profile, financial accounts, and financial plans. Provide your business partners with insights and prioritization for follow-up to drive higher conversion rates and deepen your customers’ relationship with your bank.

Contact Center Modernization

Serve your customers within their preferred channel and improve customer satisfaction with a broader offering of digital-first self-service options. For customers who prefer to speak with a person, or for those servicing needs that require personalization, enable agents to know customers and serve them more efficiently. Watch agent onboarding time decrease!

Latest Insights from Our Experts

Unlock Customer 360° with Data Agility: Win More Customer Wallet Share in Banking and Insurance

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Improve Customer Satisfaction and Drive Growth

Retail banking has changed considerably over the years, with digital banking, contact center transformation, and more self-service expectations than ever. Salesforce Financial Services Cloud for retail banking helps you put your customers at the center of your systems, teams, and technology by enhancing the experience for your internal teams and all those they serve. It’s possible to get your referrals up, update your digital-first service options, and deepen your customer relationships.