360 degree cloud technologies pvt. ltd.


  • Flag_of_the_United_States


    +1 309 316 7929
  • Flag_of_the_United_Kingdom


    +44 789 703 1106
  • Flag_of_Australia_converted


    +61 4800 94870
360 degree cloud technologies pvt. ltd.

Shaping Customer Experience in Banking with Salesforce

Banking with Salesforce
Listen to this article

Just like any other industry, banking these days faces an urgent need to reimagine itself and work on achieving new opportunities for growth. The need is to deepen customer relationships and give ample attention to customer profitability. Thus, the focus would be on improving customer experience in banking with Salesforce implementation. 

Salesforce helps banks to embark on a transformational journey to give attention to creating personalized and enhanced customer experiences. It helps in making the processes and strategies customer-centric, from sales to marketing and service.

Improve Customer Experience in Banking with Salesforce

When the focus is to work on creating an efficient customer experience in banking with Salesforce, you need to start with customers and work backward. This way you’ll be better positioned to create a great experience for customers. To help you more, we have listed some ways you can make your banking processes customer-centric and improve the experience delivered.

1. Connect with the Right Prospect at the Right Time

Attracting new customers depends on how efficient your marketing strategy is. But for that, you need to have the relevant data. Salesforce helps finance teams to collect different types of data like:

  • Data related to prospects gathered directly
  • Data related to prospects gathered by partners
  • Details on demographics, lifestyles, interests, behaviors, income, etc. related to prospects gathered from other third-party sources.

All this data helps you to understand customer expectations and allows you to reach them through a suitable channel and at the right time. 

2. Personalize Banking Experience

Finance customers expect a hyper-personalized experience these days. Salesforce helps teams to use artificial intelligence-powered tools to manage customer transaction history, channel preferences, digital behavior, and life stages to understand customers better. 

You can use all this data to create personalized services and strategies for customers, thus providing a tailored customer experience. 

3. Enable Data-Driven Customer Interactions

While financial teams track customer insights, it is important to act on them till it is relevant. Work on transforming each interaction into an opportunity to conduct a meaningful customer conversation. 

You need to measure the impact of conducting personalized communication and tailored offers on your business goals and KPIs. Real-time metrics will help you fine-tune with customers and personalize their journeys accordingly.

4. Align your Bank Around Customers

To truly become customer-centric, you need to know your customers in-depth. Salesforce helps you build a 360-degree view of customers, highlighting their product portfolio, key life events, satisfaction level, complaints, and other details.

Having all the information about customers in one place helps you understand your customers in a better way, making the customer experience frictionless.

Deliver Personalized Customer Experience in Banking with Salesforce

Delight customers in banking with Salesforce by putting them at the center of your business. With the help of Salesforce, you can understand your customers better and easily predict their financial needs, so you can always stay ahead in delivering the best product and offers. 

Create rich customer profiles and track smart insights with Salesforce. Contact us to learn about how Salesforce can help to improve the customer experience for your financial institution. 

Salesforce implementation