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.
With a connected platform for customer relationship management across the bank, we’re able to deliver seamless and consistent experiences at scale.
Milind NagnurGroup President and Chief Technology, Kotak Mahindra Bank
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.
Provide a knowledge base and chatbots with modern, conversational UI.
Allow CSRs 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.
Understand what's important to your customers with unified interaction data and AI.
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Automate financial transactions and processes, and streamline workflows that drive customer satisfaction.
Experience AI built into the flow of work, for any workflow, user, department, and industry.
Generate real-time, intelligent workflows with CRM + AI + Data + Trust.
Bring together the right people, information, and tools to drive business.
Help your entire team find important answers and start making data-driven decisions.
Quickly launch data-powered sites, portals, and apps, connected across the customer journey.
Simplify one of the most complex processes while making a great first impression with your customers. Modernise onboarding experiences with guided discovery and automation.
Create campaigns, identify leads, mature prospects, and more. Begin to build customer profiles from the first touch and streamline the onboarding process.
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.
Collect documents, verify inputs, run risk screening, and more, using automation and ecosystem partners – all on the Salesforce platform.
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.
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Personalise customer experiences and optimise each campaign with data-first solutions for any channel and device.
Drive predictable revenue with analytics and AI for organisations.
Integrate data from any services system to deliver critical, time-sensitive data – all with a single platform for APIs and integrations.
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.
Bring relevant behavioural and financial data together to create a comprehensive customer view.
Easily know what's important to your customers with AI-driven insights.
Drive better customer engagement and improve financial well-being with relevant, real-time guidance.
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Activate all your customer data across Salesforce applications.
Personalise customer experiences and optimise each campaign with data-first solutions for any channel and device.
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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Learn how Salesforce for financial services empowers customers' financial success.
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.
