Small but mighty, Agentforce empowers both human and AI-driven experiences, enabling Credit Unions and Community Banks to grow revenue while delivering exceptional service to their members and customers across all channels
Efficienctly grow deposits with an accelerator that uses CRM, AI, and data to simplify processes, increases effiiciencies, and deliver better customer and member experiences.
Automate lead capture and management, prioritize sales-ready opportunities, and launch targeted campaigns that improve conversion.
Deeply understand customer and member needs using pre-built features for relationship mapping and guided sales processes to customize solutions.
Empower agents with improved case management, guided proceses, and pre-built workflows to quickly resolve requests.
Use AI-powered insights to identify at-risk accounts and expansion opportunities, reward loyalty, and improve referrals.
Deliver personalized service with automation, AI, and data. Leverage a purpose-built CRM that helps you simplify processes, increase efficiencies, and anticipate customer and member needs.
Set customers and members up for success with a knowledge base and chatbots that utilize modern, conversational UI.
Allow customer service representatives to pull up information right away, all in a unified system.
Connect to the middle- and back-office with workflows that improve orchestration across teams.
Use unified interaction data and AI to understand what's important to your customers and members.
Salesforce is used by institutions that require acquisition, onboarding, personalization, and service capabilities. Our solutions streamline operations and improve customer and member experiences with AI, data, and a purpose-built CRM for community banks and credit unions on a trusted platform.
The accelerator reduces the cost and complexity of implementation by providing pre-configuration out-of-the-box. These pre-configured use cases are tailored to the most popular needs of these organizations and built from best practices seen across community banks, credit unions, and CDFIs.
The Financial Services Cloud Accelerator is best suited for community banks, credit unions, and other banks with an asset size under $10 billion. The accelerator includes pre-configured use cases for customer and member engagement, service excellence, data and insights, and much more.
