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Salesforce Launches Industries AI: 100+ Out-of-the-Box AI Capabilities that Tackle Industry-Specific Pain Points Across 15 Industries.

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Boost customer satisfaction with an AI-powered banking CRM.

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.

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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
Inter

Scale service with Retail banking CRM software.

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

How CRM in banking works:

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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 straightaway, 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.

Build your service solution with these Salesforce products:

Financial Services Cloud

Unify customer experiences across channels, geographies and both consumer and commercial lines of business.

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Service Cloud

Automate financial transactions and processes and streamline workflows that drive customer satisfaction.

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Einstein

Experience AI built into the flow of work, for any workflow, user, department and industry.

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Flow

Generate real-time, intelligent workflows with CRM + AI + Data + Trust.

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Slack

Bring together the right people, information and tools to drive business.

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Intelligence for Financial Services Cloud

Help your entire team find important answers and start making data-driven decisions.

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Experience Cloud

Quickly launch data-powered sites, portals and apps, connected across the customer journey.

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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:

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

A personalised 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 personalised 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.

Build your onboarding solution with these Salesforce products:

Financial Services Cloud

Unify customer experiences across channels, geographies and both consumer and commercial lines of business.

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Marketing Cloud

Personalise customer experiences and optimise each campaign with data-first solutions for any channel and device.

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Tableau

Drive predictable revenue with analytics and AI for organisations.

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Salesforce Einstein

Experience AI built into the flow of work, for any workflow, user, department and industry.

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MuleSoft Anypoint Platform

Integrate data from any services system to deliver critical, time-sensitive data - all with a single platform for APIs and integrations.

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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:

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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 personalised 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 personalised alert informs a customer that their savings goal needs attention and recommends an article.

Build your personalised Engagement solution with these Salesforce products:

Financial Services Cloud

Unify customer experiences across channels, geographies and both consumer and commercial lines of business.

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Data Cloud

Activate all your customer data across Salesforce applications.

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Einstein

Experience AI built into the flow of work, for any workflow, user, department and industry.

Learn more

Marketing Cloud

Personalise customer experiences and optimise each campaign with data-first solutions for any channel and device.

Learn more

MuleSoft Anypoint Platform

Integrate data from any services system to deliver critical, time-sensitive data - all with a single platform for APIs and integrations.

Learn more

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

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Keep up with the latest Retail banking trends, insights, and conversations.

Ready to take the next step with the world’s #1 AI CRM for Financial Services?

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Try Financial Services Cloud free for 30 days. No credit card. No installations.

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Learn how Salesforce for financial services empowers customers' financial success.

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Retail Banking CRM Software FAQs

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.