Financial institutions are facing immense pressure to keep up with current digital capabilities. Whether it’s driving new customer acquisition and referrals from within, or keeping your current high-profile customers, Salesforce for commercial banking can help you streamline your processes and surface the insights you need quickly.
Reduce manual efforts, mitigate risk, and digitize the customer experience. We can help you move into the future to benefit both your teams and your customers with data-driven client acquisition, digital onboarding, and enhanced portfolio management.
Our data-driven client acquisition solution pulls together internal and third-party takes for a 360-degree view of potential clients to help relationship managers prospect and acquire ideal clients.
Enhance the onboarding process — beyond just funding and loan maintenance. By providing recurring services in a seamless manner using the power of process automation, relationship managers can focus on fostering deeper client relationships.
Get a true client 360 experience with a consistent view of activities, opportunities, products, and services to grow client relationships, retain high-performing relationship managers, and increase wallet share across LOBs.