Salesforce for Retail Banking
Deliver the experience your customers and employees expect, and boost the return on your investment.
Consumers want to interact with banks through the channel of their choice and expect personalized engagement that is convenient for their needs.
With Salesforce for retail banking, your financial institution can simplify and unify banking processes, supercharging your frontline staff and allowing you to provide the highest level of customer satisfaction possible.
Key features of Salesforce for retail banking
Empower your employees with an enterprise-wide unified view of customer data and insights, increase client satisfaction, and boost revenue with Salesforce retail banking solutions.
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Relationship Management
Integrate Salesforce with your core banking systems for a comprehensive customer 360 view, enabling analytics and reporting, capturing customer details, identifying risk to ensure compliance, and documenting and creating policies.
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Pipeline Management
Assist sales teams with lead, referral, and opportunity management and tracking to identify new leads and nurture existing customers.
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Branch Management
Give branch managers and administrators the ability to track the performance and productivity of branches, employees, and customer segments.
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Improve Customer Experience
Serve customers wherever they are with self-service Q&A via chatbots on site, increase CSAT scores with customer surveys to discover what needs improvement and take action, and immediately resolve customer inquiries by providing an internal knowledge base for reference with case document management.
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Marketing Automation
Automate personalized lead nurturing, onboarding, marketing campaigns, and business line/product-specific efforts and leverage multichannel communications through web, mail, phone and SMS.
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Cross-Sell/Upsell
Analyze your customer’s transaction pattern to develop insights and match situations against various offerings and proactively advise customers through intelligent cross-sell and up-sell recommendations.
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Deposits and Lending
Seamlessly establish customer consent for products, manage underwriting and approvals processing, and automate the DAO application process.
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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Client Success Stories
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Client Five Star BankDriving more value from Five Star Bank’s FSC platform
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Client Lake City BankLake City Bank moves from fixed functionality to custom capabilities with FSC and nCino
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Client Peoples BankPeoples Bank leverages Salesforce and nCino to evolve technology with rapid growth
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Client Westfield BankHow Westfield Bank aligns sales and marketing with Salesforce
Why choose Mphasis Silverline?
When it comes to banking digital transformation, Mphasis Silverline combines over a decade of Salesforce implementation experience with extensive knowledge of your industry and processes to partner with your business. Our experts have been in your shoes — and they have the Salesforce and financial subvertical expertise to help your organization thrive.
As you look to take your organization to the next level, we can help you leverage Salesforce for your retail banking operations and build the modern experience your customers expect.
