Salesforce for Retail Banking
Deliver the experience your customers and employees expect, and boost the return on your investment.
Consumers expect more from their banks than ever before. They want to be able to interact with the bank through the channel of their choice, including mobile and digital, and they 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.
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.
Pipeline management
Assist sales teams with lead, referral, and opportunity management and tracking to identify new leads and nurture existing customers.
Branch management
Give branch managers and administrators the ability to track the performance and productivity of branches, employees, and customer segments.
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.
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.
Up-Sell/Cross-Sell
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.
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 operational efficiency, and how you can leverage tools like Financial Services Cloud and nCino to do so.
Get the eBook
Why choose Silverline?
When it comes to banking digital transformation, 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.
