Financial Services

 
 

RETAIL BANKING

Connect every banking experience.

Banking customers expect more. Deliver with seamless, digital-first, and personalized service experiences designed around them.
Get the playbook
Person using their mobile device for online purchases
 

Reduce operational costs and innovate faster with purpose-built retail banking solutions.

 

Reimagine the contact center.

Improve service engagement by unifying customer data from the middle and back office.

Simplify banking experiences.

Get a single, connected view of every customer and their data across channels, online and in person.

Build trust from lead to loyalty.

Provide swift, seamless onboarding, frictionless service, and simple, secure interactions at every touchpoint.
 

Elevate Omni-Channel Experiences

Boost trust with seamless, secure mobile and digital experiences. Use AI and self-service options to simplify onboarding, personalize interactions, and manage volume.
Watch demo
Text message abstraction
 

How It Works

 

Unify customer engagement.

Create an engagement layer with data and insights about customer activity across any channel.

Personalize banking experiences.

Transform interactions with chatbots and empower agents to solve problems with customer-first journeys.

Future-proof your solutions.

Stay ahead of customer expectations by using clicks instead of code to reimagine online or mobile banking.

What's Included

 
  • Financial Services Cloud enables you to unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
  • Service Cloud allows you to automate your processes, streamline your workflows, and deploy the right agent at the right time.
  • Marketing Cloud lets you personalize customer experiences and optimize each campaign with data-first enterprise solutions for any channel and device.
 
 
Barclays Logo
 

Salesforce takes our ideas and translates them into something that’s sustainable, usable, and efficient."

Sidney Wager

Intermediary Partnerships Director, Barclays Mortgages
 
See the story
 

Explore resources for retail banking.

 
Keynote speaker video sample

VIDEO

Innovating through challenging times for financial services.

Watch the video
Innovating through challenging times for financial services.

Blog

Learn the ways your banking customers expect better service.

Get the blog
Learn the ways your banking customers expect better service.
A latest product release for 2022 with Einstein waterskiing

GUIDE

Discover why banks need a new service model for the digital world.

Get the guide
Embracing a New Service Model for the Digital World
See more resources