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.
