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CRM for Banking

Transform your bank, engage your customers, and unlock your potential with Financial Services Cloud.

With so many potential processes to choose from, many financial institutions see CRM as a one-size-fits-all solution to the question of digital transformation. And, in theory, it is. But there is a lot to consider before you stand-up, improve, or purchase a CRM for banking. 

This is especially true with the Salesforce platform as its capabilities extend far beyond those in CRM solutions. Its out-of-the-box functionality can be customized and leveraged to optimize your existing processes and not just replicate them. Its intuitive nature improves experiences for your user base (customers and associates alike).

In order to adapt quickly and remain agile, an organization can’t just buy the latest technology and expect it to drive change. You have to start with the people and processes before you can see the change take place, and certainly before you receive a return on your technology investments.

Why Salesforce is the best CRM for banking

Superior customer experience has moved from stretch goal to standard procedure. Providing insight, information, and an inviting atmosphere — digital or otherwise — is essential for banks and credit unions to stay competitive.

A banking CRM system is designed to help accomplish the ultimate goal of better understanding, engaging, and retaining current and prospective customers, as well as current and prospective team members. Financial institutions leverage the power of a CRM like Salesforce to track interactions, reduce friction, and drive seamless experiences throughout the customer lifecycle. 

Common objectives that Salesforce helps banks and credit unions solve include:

Moving beyond CRM

As more and more financial institutions embark on their digital transformation, they find that simply having a CRM for banking isn’t enough. You need to know how to use it, and how to customize it to better meet your needs.

In order to adapt quickly and remain agile, an organization can’t just buy the latest technology and expect it to drive this change. You have to start with the people and processes before you can see the change take place, and certainly before you receive a return on your technology investments.

Identify your top level business objectives and define the goals you need to achieve in order to fulfill those objectives. This will help you define the key strategies and measures that need to be circulated to drive the culture and action within your organization.

It’s a big undertaking that requires building out a foundation for your overall enterprise strategy, ensuring proper integration and compliance with other tools that deal with data, and then using that data for marketing and sales support throughout the client experience.

Banking Foundation for Financial Services Cloud

That’s why Silverline created a Foundation for Financial Services Cloud for banking. As an initial launch partner, we’ve been working with Salesforce Financial Services Cloud (FSC) from its inception, and we have a deep understanding of the application’s capabilities to help you deliver a unified customer experience across multiple lines of business.

Silverline’s Banking Foundation for FSC will give your financial institution the right start to your Salesforce journey. When it comes to banking digital transformation, Silverline combines over a decade of experience with Salesforce implementations with extensive knowledge of your industry and processes to partner with your business.

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Connected Experiences Playbook for Banking and Lending

Often referred to as the golden triangle of business strategy, people, process, and technology make up the foundation of any digital transformation. If the three aren’t in agreement, or can’t reach a balance, completing major projects can become a Herculean task.

Organizations tend to underestimate at least one of these key components when purchasing systems, optimizing their business procedures, or training their team. And much like a lever, the system won’t function without all three working together in harmony.

Get your copy of our Connected Experiences Playbook for Banks and Credit Unions for the steps, strategies, and solutions that your financial organization can follow to create connected experiences for customers and team members alike.

Download the ebook
SIlverline's Playbook for Digital Transformation in Banking

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