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Top Five Ways Financial Services Cloud Helps Banks Deliver More Personalized Service

Sikich

Aug 8 2023

2 min read

For most people, terms like “automate” and “streamline” conjure images of robot-powered assembly lines and customer service workers more concerned with turnaround time than understanding your needs. But Salesforce Financial Services Cloud (FSC) flips those notions on their heads. This popular CRM platform uses the power of automation, data, and analytics to help financial services industry firms in banking, wealth management, and insurance improve client relationships and provide the most personalized customer experience in their firms’ histories.

When it comes to banks, there are many ways to optimize Salesforce FSC to provide a more personalized experience for your clients and improve customer satisfaction.

Customer 360

Financial Services Cloud provides a complete and holistic view of your customer’s interactions and history with your bank. By integrating this data into a single, easy-to-use CRM platform, bankers can gain insight into each customer’s needs and goals, and provide more personalized service.

Customer self-service

FSC’s self-service options allow customers to access their complete account information, transaction history, budgeting tools, and more, allowing them to perform routine tasks, such as transferring funds or checking their account balance whenever their schedules allow. This gives customers more freedom in their banking decisions, improving customer experience while freeing up team members to focus on higher-level activities.

Automated workflows

FSC allows bankers to automate routine activities such as customer inquiries and case management, which in turn allows them to focus more on customer interactions and provide a more efficient and more personalized experience.

Marketing automation

The Salesforce FSC marketing tools allow banks to automate lead generation and tracking as well as create marketing and sales campaigns targeted to specific demographics or behaviors.

Customer feedback management

FSC is outfitted with tools that allow bankers to manage customer feedback, track trends, and identify areas of their operations that are in need of improvement.

Ready to give your clients the most personalized banking experience they’ve had to date?

Contact Sikich today to learn more about Financial Services Cloud’s capabilities and features. Our highly experienced Salesforce experts are ready and able to assist you in using FSC to provide a more personalized banking experience for each and every one of your customers.

This publication contains general information only and Sikich is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or any other professional advice or services. This publication is not a substitute for such professional advice or services, nor should you use it as a basis for any decision, action or omission that may affect you or your business. Before making any decision, taking any action or omitting an action that may affect you or your business, you should consult a qualified professional advisor. In addition, this publication may contain certain content generated by an artificial intelligence (AI) language model. You acknowledge that Sikich shall not be responsible for any loss sustained by you or any person who relies on this publication.

About the Author

Sikich

Sikich is a global company specializing in technology-enabled professional services. With more than 1,900 employees, Sikich draws on a diverse portfolio of technology solutions to deliver transformative digital strategies and is comprised of one of the largest CPA firms in the United States. From corporations and not-for-profits to state and local governments and federal agencies, Sikich clients utilize a broad spectrum of services* and products to help them improve performance and achieve long-term, strategic goals. *Securities offered through Sikich Corporate Finance LLC, member FINRA/SIPC. Investment advisory services offered through Sikich Financial, an SEC Registered Investment Advisor. 