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.
Move into the future for your teams and your customers with streamlined acquisition and referral processes, relationship management, and more.
Prospect for new customers more effectively with third-party data sources, such as UCC, Bloomberg, D&B, Judy Diamond, Refinitiv League Tables, and more. Leverage this data based on your territory with relevant data for your line of business to immediately act on an introduction or pre-qualification activity.
Dig into existing banking relationships for introductions and referrals. Explore corporate and commercial banking relationships to understand the likeliest fits for other lines of business (e.g., treasury management, fixed income, private equity financing, asset based lending, or institutional asset management).
Go further and understand centers of influence and their effects on pipeline and fees.
Proactively nurture COI relationships to drive additional business, and prospect other similar COIs within your territory or region.