#Banking & Insurance
Enhance customer experience with intelligent Digital technologies
Develop 1-to-1 relationships, access actionable client insights and supercharge your
productivity all from one connected platform
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Engage today’s connected clients,
and exceed their expectations
The future of financial services is here.
Clients today expect personalized outreach, proactive insights, and goal-based planning — delivered the moment they want it. Learn how to supercharge advisor productivity and create client relationships that last generations.
Be the bank that customers love
Retail and commercial bankers can access rich customer profiles across all products and business lines. With smart insights, employees can identify new opportunities to engage prospects, convert more leads, and create customers for life.
Meet the evolving needs of every policyholder
Deliver outstanding service when customers need it most with omni-channel integration across social, web, email, and more — all in a single Salesforce instance.
Deliver world-class service to your institutional clients
The industry’s most influential investment banks and buy-side firms count on Salesforce to help them collaborate securely and streamline client engagement.
in Financial Services
• Customer onboarding
• Accounts payable & receivable
• Fraud prevention
• Compliance & reporting
• Transaction processing
• Investment management
• DSO outstanding
• Credit checks
• Foreign exchange
• Data management
• Dividend management
• Loan, credit card & mortgage applications
• Write-offs and debt management
• Accounting journal entries
• Service desk
• Notice to close
• Internet application Processing
• Quote through to pay
• Procure and partner Management
• Accrual booking
No claims discount Credit card payment Administration
System data Synchronization
Resolve account data mismatches
Sales lead management Bulk payments
Case Study & Use Cases
Explore digital innovations in Banking and insurance
Enabling intelligent customer 360 view, better decision making with trusted data and seamless experience with intelligent interface.
Digital Transformation Consulting
Intelligent automation is a combination of RPA AI, Digital components.
Intelligent Digital - Proof Of Value
Deliver smarter, personalized and more predictive customer experiences using intelligent Sales, marketing and Services automation with the power of AI.
Enterprise Operational CoE