Be the bank that your customers love

The Banking industry is rapidly transforming with the FinTech revolution. It is a real hassle to be a digital bank your customers would love to transact. Let’s try to understand how Salesforce is enriching the user engagement journey & empowering banks/Fintechs in the age of customer-centric solutions. 

• With the help of Salesforce Audience Studio, Banks can offer tailored services to customers by their digital footprint. It captures anonymous data from multiple sources, unifies the data to identify and understand individual preferences and uses the data to target campaigns.
• Now, even without email or contact details, Banks can start interacting with interested clients with the help of Marketing Cloud & Advertising Studio to serve relevant ads featuring the interest-bearing checking account offer on preferred websites.
• It provides a frictionless customer experience with intelligent chatbots & a digital onboarding journey designed on the Community cloud.
• It empowers personal Bankers to prioritise customer interactions based on dynamic dashboards, Einstein insights & intelligent lead scoring. 
• With the help of Salesforce, banks can provide accelerated and omni channel support to customers.
• Banks can filter & prioritise leads, referrals & service cases.
• Salesforce helps present smart insights, CSAT scores & forecast actions to service agents based on financial portfolio.
• Banks can automate end to end mortgage & claims processes, with customer alerts about progress toward resolving their support issues through intelligent customer communities.