Elevate your customer’s banking experience by uniting your team with a shared view of customer data and key insights, all on one connected platform. Whether you’re in retail, commercial, corporate or investment banking, Salesforce Banking prioritizes the customer, making your bank the bank they trust.
Banks see a 63% abandonment rate during digital onboarding as manual KYC processes consume 55% of onboarding teams’ time and costs $128 per attempt. Fragmented systems force repeated document submissions, leaving only 4% of customers approved the same day, and 44% waiting six to ten days.
59% of banking leaders consider legacy infrastructure their top growth impediment, with 75% of IT budgets consumed by maintaining outdated systems. “Zombie" mainframe cores limit real-time processing and AI implementation, while dependence on COBOL talent is costly and hard to find.
Financial institutions spend $61 billion annually in the US/Canada alone on compliance, with 99% reporting cost increases. Manual compliance processes consume 36% of onboarding resources while creating audit trail gaps and regulatory reporting bottlenecks.
Repetitive tasks account for up to 50% of banking office work, increasing costs, errors, and fraud risk. Loan officers are forced to navigate multiple systems for payment and verification, draining time and preventing scalable operations.
Reduction in Account Opening Time
Increase in Digital Channel Adoption
Reduction in Contact Center Handle Time
Increase in Cross-Sell Conversions
Reduction in Loan Processing Time
Reduction in Manual Back-Office Work
Reduction in Customer Attrition
Improvement in Data Accuracy
Create hyper-personalized experiences for clients using the power of Salesforce for Banking, helping you to deliver a better customer experience today. Smarter banking begins with connected experiences.
Salesforce banking easily unifies digital channels to connect your contact center and provide streamlined customer services to clients. Empower your clients with personalized experiences in-person or online and facilitate real-time collaboration from anywhere to ensure that they’re getting help from the right agent at the right time.
Who you bank with matters. Clients want to ensure that their most valuable assets are secure. With Salesforce for Banking, secure mobile or digital experiences safeguard customer data every step of the way, establishing trust with the people you serve.
Stand out from competitors by unifying data across systems. When lines of business gaps are closed, reps gain access to valuable information that enables meaningful engagements and anticipates customer needs, from lead to loyalty.
Streamline pipeline growth with intuitive client insights such as interaction histories, relationship mapping, and AI-powered recommendations. An integrated view of relevant data enables bankers to move forward with confidence.
Simplified onboarding processes mean that deals can flow through the pipeline more easily. And once deals are created, team collaboration prevents conflicts of interest and verifies that other members of the deal team can work on client research and market data.
Bring the entire banking process online and leverage analytics to optimize pipelines and client engagement. Guided applications, streamlined approvals, and clearer data visibility improve experiences for both clients and employees.
Take the next step toward a more connected banking experience.
