Skip To Content
Back to Blog

Salesforce Announces Innovations to Help Financial Firms Boost Customer Satisfaction

By 06.23.22
Reading time: 2 minutes

Salesforce today announced expanded financial services offerings built specifically for banking, wealth management, and insurance companies. Salesforce for Financial Services now offers more targeted and trusted automation and AI-powered tools to help every team unlock insights, deliver great customer service, and drive operational efficiencies, whether they deal directly with customers, underwrite loans, or manage administrative duties like human resources.

The macro economic environment is driving a sharp focus on streamlining costs. At the same time, customer experience expectations are rising like never before. Financial services firms must embrace automated, connected, personalized customer experiences. 

Financial institutions are expected to deliver delightful service experiences  when it matters the most at the customer’s real “moment of truth” through any channel, on any device, at any time. These moments define their brand, drive loyalty, and deliver real value for the business.

Silverline is excited to provide our clients with a connected and trusted new service platform for financial services that will deliver delightful customer experiences and real business outcomes. 

“Silverline has over a decade of deep expertise in financial services and custom Salesforce implementations that bring transformative solutions to life for our clients,” said Geoff Merrick, Senior Vice President and GM, Financial Services Practice, Silverline. “Our consulting experts are equipped to implement these solutions tailored to individual customer needs. We help the varied areas of financial services, including banks, wealth and asset managers, and insurers, to deliver unparalleled service to their clients and build trusted relationships for life.” 

With Salesforce for Financial Services innovations — including Customer Data Platform, Intelligent Virtual Assistant, Intelligent Agent Desktop, Customer Service Coordination, and Analytics for Financial Services — financial services institutions can better serve their customers for life and boost satisfaction in this new digital economy.

Read the full announcement to learn more about driving enterprise-level efficiency with increased collaboration and automation, and how you can boost customer satisfaction with personalized interactions across preferred channels. 


Salesforce, Financial Services Cloud, and others are trademarks of, Inc.

We don't support Internet Explorer

Please use Chrome, Safari, Firefox, or Edge to view this site.