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Salesforce for Retail Banking

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

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.

A Comprehensive Solution for Retail Banking

Growing and Retaining Deposits

Atrium’s growing and retaining deposits solution enables retail bank and credit union employees to proactively prevent attrition, detect red flags early, target upselling opportunities, personalize the customer experience, and improve profitability.

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!

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

Businesses and consumers have high expectations for their retail banking relationships. Watch this in-depth conversation about how to get to a true customer 360° approach to service and sell effectively.

Our Partners Focused On Retail Banking

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Salesforce Financial Services Cloud provides real-time access to critical data, perceptibility into unique customer journeys, and meaningful insights at every stage of a customer's lifecycle.​

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As Salesforce platform consulting and technical experts, we combine CRM strategy, data science, and extensive Tableau implementation expertise to drive results on the Tableau platform for retail banks.

Our certified and experienced Snowflake consultants (i.e., SnowPros) — combined with our deep data science and retail banking expertise — enable you to use and optimize the power and flexibility of Snowflake’s data cloud for all your data needs.

Do More Than Just Manage With Salesforce

Through Elevate, our Salesforce managed services offering, we help companies like yours get more value out of the Salesforce platform and related technologies.

How Can Elevate Help My Organization?
  • Ongoing assistance to monitor and evaluate the effectiveness of your solution.
  • Fine-tuned solutions to accommodate changes to your business and data.
  • Enhancement and expansion of your solution with additional capabilities.
  • Access to specialized skill sets, such as Tableau, CRM Analytics, Salesforce, business analysis, data science, and more.

Ready To Talk?

Let us help you get started with Salesforce for retail banking.