Salesforce.com Introduces Salesforce1 for Financial Services
Salesforce.com today announced Salesforce1 for Financial Services to help retail banks, wealth management companies, and insurance providers attract, connect with, and retain customers. The first solution for Salesforce1 for Financial Services includes a new lead and referral engine for retail banking to automate the process of identifying and nurturing customers across every interaction.
The salesforce.com lead and referral engine for retail banking automates the process of identifying and nurturing prospective clients across every interaction with customer service reps, lenders, bank officers, and sales and marketing teams. Leads across any channel, including social, mobile, and Web, are captured automatically and tracked, which gives retail banks a single view of all prospective customers.
"Banks today are realizing they need to go well beyond four walls and a vault," said Vivek Kundra, executive vice president of industries at salesforce.com, in a statement. "Salesforce1 for Financial Services empowers companies to create 1:1 interactions anytime, anywhere and on any device, building enduring personal relationships."
The new financila services solution is part of a salesforce.com effort to reorganize its sales strategy around six key industries—financial services/insurance, healthcare/life sciences, retail/consumer products, communications/media, government, and automotive/manufacturing—with a focus on delivering innovative solutions to help companies within those industries better communicate with customers.
Leveraging the Salesforce1 Platform, ISVs and SI partners are building new industry-specific technologies that help financial services companies to manage their business in the cloud and leverage the power of social, mobile and connected apps.
Deloitte, for exampe, has introduced BankApp, a banking CRM accelerator built on the Salesforce1 Platform. BankApp, with its onboarding and origination offering, helps Deloitte's clients improve customer experience, increase branch productivity, and drive efficiency across business units.
nCino is delivering a comprehensive, end-to-end cloud based ERP system for banks with its Bank Operating System for Salesforce1. The new solution, built on the Salesforce1 Platform, sits alongside a bank's core system and replaces existing point solutions and manual processes to help drive increased profitability, productivity gains, regulatory compliance, and operating transparency across the entire organization and all lines of business.
Dos and Don'ts for Customer Onboarding
A good first impression can mean the difference between success and failure.