Financial Services Cloud for Banking
Transform your bank, delight your customers, and empower your employees.
Customer experience matters more than ever before
The need to offer insightful interactions, reduce friction, and drive seamless experiences throughout the customer lifecycle is no longer a “nice to have.” It’s essential for banks and credit unions to beat the competition. We’ve been working with Salesforce Financial Services Cloud from its inception as an initial launch partner, and we have a deep understanding of the capabilities of the application so you can deliver a unified customer experience across multiple lines of business.
We work with numerous banks and credit unions around the country. As you look to take your organization to the next level, we can help you:
Increase share of customers’ wallet through intelligent cross-sell and up-sell recommendations
Provide customers with the personalized experience they expect
Break down the data and process silos between different lines of business
Enable you to serve customers wherever they are
Benefits of Financial Services Cloud for banking
Our solution for banks, credit unions, and non-bank lenders reduces your implementation time for Financial Services Cloud so you can deliver the experience your customers expect and realize a quick return on your investment.
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360-Degree View
Get an enterprise-wide view of customer data leveraging the industry standard Financial Services Cloud data model.
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Customer Service Transformation
Transform customer satisfaction through case management with automated distribution and workflow and configurable SLAs.
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Integration
Seamlessly integrate with your core bank system to deliver customer demographic and financial data at the client and household level.
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Branch Management
Enable your tellers and universal bankers from multiple branches to instantly switch their location for updated information for that particular branch, easily be added to branch-specific case queues, and track branch-by-branchKPIs
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Activity Reports
Relate multiple records and multiple meeting note contributors so you can handle an advanced activity workflow.
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Quick Referral
Easily submit and track referrals from internal and external sources (Centers of Influence) with Opportunity attribution, conversion, and quality metrics.
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Productivity
Boost employee productivity with banker consoles customized for each line of business.
Banking Foundation for Financial Services Cloud
Customer preferences are evolving and experience matters more than ever before. You need to be able to offer insightful interactions, reduce friction, and drive seamless experiences throughout the customer lifecycle by leveraging data. As an initial Salesforce Financial Services Cloud launch partner, we have a deep understanding of its capabilities and how it...
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Why choose Mphasis Silverline?
When it comes to banking digital transformation, Mphasis Silverline combines over a decade of experience with Salesforce implementations with extensive knowledge of your industry and processes to partner with your business.
After implementing Financial Services Cloud, banks can expect to realize a lift in revenue and an increase in client satisfaction. In order to build on that success and maximize the investment in Salesforce, many of our clients extend their capabilities with roadmap items that include:
- Marketing automation for customer onboarding, account opening, client retention, and more
- Self-service and call deflection through customer communities
- Streamlined appointment scheduling
- Chat, chatbots, and other multi-channel engagement platforms
- Real-time integrations to core and other bank systems
- Computer Telephony Integration (CTI) for call center efficiency
