Optimize banking and lending with Salesforce
for a digital-first future
Use referral components to track your leads and referrals through their lifecycle, from creation to conversion
Minimize onboarding complexity and build trust with digital experiences and self-service options
Get greater insights into accounts and assets for better client understanding to deliver personalized service
Deliver personalized services on any channel and integrate entire banking experience to boost customer loyalty
Manage deal lifecycle while tracking activities and interactions to speed up decision-making
Uncover unanticipated relationships with relevant personnel or companies by analyzing insights
Identify preferred engagement channels, trends, and customer expectations to personalize marketing journeys
Enhance customer convenience and accessibility with mobile banking, enabling banking from anywhere
Use predictive intelligence to get real-time data insights to identify when a deal is likely to close and what actions to take
Simplify manual and tedious tasks with prebuilt workflows using automation to achieve broader business goals
Improve case escalation process for banking support by prioritizing queries and complaints
Integrate internal data with external market data to view revenue and potential risks
Surface complaints together and set priority levels to speed up case resolution
Access analytics reports to make informed decisions to serve clients faster
Track net incoming and outgoing amount to prepare pre-approved loans and card suggestions
Use Einstein Bots on online portals or website, enabling customers find solution to their problems
Track all stages of lead management to organize and qualify leads into customers
Simplify knowledge sharing and access to resources on banking trends with communities
Track transactions and investments of each customers through dashboards
We have a pool of certified Salesforce developers, creating banking solutions over years
We help you improve customer fulfillment and engagement for enhanced retention
We ensure sensitive client or deal information is only shared with relevant stakeholders to maintain compliance
We’ll help you enable digital banking services and implement self-service options to save agents time
We’ll help to customize your Salesforce solution according to your use-cases to enhance productivity
