Digital Branch
Keep up with your consumers and provide personalized service on the go.
Customers expects digital interactions that are seamless with technologies and devices already adopted in everyday use.
The growing need for a digital branch
Financial institutions are proud of their local roots and interacting face-to-face with their customers, but they must also have reliable and scalable alternative engagement channels in place for their current and prospective customers. This means evolving past traditional methods of business in favor of more digital-first opportunities, going beyond minor adjustments to marketing messages and extending to customer service teams, websites, social channels, customer-facing staff, and more.
Mphasis Silverline’s Digital Branch Building Blocks
Mphasis Silverline’s deep financial services experience, combined with Salesforce features, can deliver a digital branch experience that maintains your standard of personalization. We facilitate superior virtual banking experiences by focusing on:
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Communities
Applications, surveys, and document requests shouldn’t be a hassle to maintain or submit. Build a one-stop shop for all your engagement and enrolling needs.
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Chat and Chatbots
Einstein-powered chatbots function intuitively, guiding users to the answers they need. Deliver tailored messaging across digital devices with desktop and mobile-enabled chat.
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Online Appointment Scheduling
Enable employees to provide unparalleled customer service by reducing the effort to locate information critical to understanding a member.
Easily find and quickly act on recommendations provided by the Salesforce platform to drive member satisfaction and revenue.
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Marketing Automation
Customized messaging connects customers with products and solutions at just the right time. Introduce a multi-touch marketing approach to align outreach strategy between calling, text, and email.
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Salesforce Digital Branch Solutions
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Financial Services Cloud
A great customer experience demands timely and relevant communications, insights, and access across all devices. Financial Services Cloud makes it easier to track and visualize customer relationships, source and prioritize referrals, streamline handoffs and coordination among key stakeholders, and provide visibility throughout banking and borrowing processes.
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Marketing Cloud
Traditionally, the data required for personalization and tailored experiences wasn’t stored all in one place. Housing the data gathered from the systems, tools, and processes used to power your business is crucial for a successful digital transformation. Powered by a robust data integration strategy and efficient workflows within Financial Services Cloud to work from any location (home, office, or elsewhere), Marketing Cloud helps foster an environment for a more robust customer and member engagement model.
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Agentforce
Agentforce transforms how businesses automate tasks and engage with customers, combining advanced AI capabilities with Salesforce’s trusted platform. AI Agents can analyze data, proactively manage client requests, and provide personalized service, helping organizations stay informed about market trends and customer portfolio changes in real-time.
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Service Innovations to Create Customers for Life in Retail Banking
There’s a new baseline for the customer experience in banking. People expect more channels, more capabilities, and a faster pace. Improving customer service is key, but if your firm doesn’t have the right platform to help meet new expectations, it’s time to implement a change. In this eBook, learn how to create a better customer experience and improve...
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Why choose Mphasis Silverline?
Silverline is a top Salesforce partner with over a decade of experience serving banks, credit unions, and other financial institutions. Our specialized consultants help organizations use Salesforce to automate solutions that meet the challenges of today’s economic uncertainty.
We make your customers and members feel their needs are being met with connected experiences across all departments. With proven best practices, Silverline will help your financial institution build a foundation for long-term success and business transformation.
