Boost customer satisfaction with data and AI-powered experiences.

Deliver connected experiences from customer acquisition to service with a purpose-built CRM for retail banking. Use AI and data to build trust and increase loyalty, while improving efficiency and speed with automation. Drive customer satisfaction through simplified onboarding, scaled service, and real-time personalised engagement.

These leading companies achieve retail banking success with Salesforce.

PenFed customer story
Ponce Bank customer story
Mascoma Bank customer story
First Horizon Bank customer story
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Scale service for retail banking.

Deliver personalised service in retail banking with automation, AI, and data. Leverage a purpose-built retail banking CRM that helps you simplify processes, increase efficiencies, and anticipate customer needs.

How it works:

Provide a knowledge base and chatbots with modern, conversational UI.

The Ask Astro chat bot helps a customer easily access their account and transaction history.

Allow CSRs to pull up information right away, all in a unified system.

A retail banking console enables a CSR to quickly access a financial account and review a disputed transaction.

Connect to the middle and back office with workflows that improve orchestration across teams.

A service innovation portal shows how easy it is to submit a dispute request.

Understand what's important to your customers with unified interaction data and AI.

A retail banking portal shows marketing interactions with a customer and provides recommended next best actions.
The Ask Astro chat bot helps a customer easily access their account and transaction history.
A retail banking console enables a CSR to quickly access a financial account and review a disputed transaction.
A service innovation portal shows how easy it is to submit a dispute request.
A retail banking portal shows marketing interactions with a customer and provides recommended next best actions.

Streamline customer onboarding and compliance.

Simplify one of the most complex processes while making a great first impression with your customers. Modernise onboarding experiences with guided discovery and automation.

How it works:

Create campaigns, identify leads, mature prospects, and more. Begin to build customer profiles from the first touch and streamline the onboarding process.

A personalized customer portal with targeted messaging, account offerings, and financial support.

Use guided discovery to gather the information you need to satisfy KYC requirements and help your customers select the products and services that best fit their needs.

A guided form shows how easy it is to gather a customer's information, verify their identity, and provide the necessary disclosures.

Collect documents, verify inputs, run risk screening, and more, using automation and ecosystem partners – all on the Salesforce platform.

An onboarding portal shows how easy it is to validate and review documents.

Match the customer to appropriate products based on their needs and preferences. Generate documents, collect signatures, and connect with core systems to open accounts. Empower customers on your tools to encourage adoption.

A console shows the ability to easily collect signatures to open accounts.
A personalized customer portal with targeted messaging, account offerings, and financial support.
A guided form shows how easy it is to gather a customer's information, verify their identity, and provide the necessary disclosures.
An onboarding portal shows how easy it is to validate and review documents.
A console shows the ability to easily collect signatures to open accounts.

Personalise intelligent, data-driven engagement.

Unify data and leverage AI to deliver relevant, personalised experiences at scale. Improve loyalty and increase retention by exceeding customer expectations with retail banking software.

How it works:

Bring relevant behavioural and financial data together to create a comprehensive customer view.

A Data Cloud dashboard shows data model mapping with data model entries and customer account information.

Easily know what's important to your customers with AI-driven insights.

A dashboard shows a customer's financial goals - from paying down a home to buying a car.

Drive better customer engagement and improve financial well-being with relevant, real-time guidance.

A personalized alert informs a customer that their savings goal needs attention and recommends an article.
A Data Cloud dashboard shows data model mapping with data model entries and customer account information.
A dashboard shows a customer's financial goals - from paying down a home to buying a car.
A personalized alert informs a customer that their savings goal needs attention and recommends an article.

See how Omdia evaluated Customer Engagement Platforms (CEP) in Retail Banking vendors.

Retail Banking FAQ

Salesforce is used by retail banks, credit unions, and others that require acquisition, onboarding, personalisation, and service capabilities. Our solutions streamline operations and improve customer and member experiences with data, AI, and a purpose-built retail banking CRM built on a trusted platform.

The benefits of retail banking software include scaled acquisition and onboarding, automated service functions, personalised communication across multiple channels, increased customer and member satisfaction, and the ability to quickly adapt to evolving needs. This powers customer loyalty and operational efficiency.

Yes, our platform is flexible and can integrate with various banking systems, core banking platforms, and third-party applications to create a cohesive and unified ecosystem.

You can navigate the complexities of risk management and compliance with capabilities like data analytics, AI, workflow automation, risk assessment, monitoring, and mitigation. Our platform lets banks stay ahead of emerging risks and seamlessly adhere to industry regulations.

A banking CRM helps teams manage customer relationships, analyse interactions, centralise data, and so much more. This helps banks better understand customers and provide tailored financial services, while streamlining operations and driving growth.