• Piyusha Pilania

Retail Banking Made Easy With Salesforce



Business simulations assist you in breaking down barriers between your company's strengths and the technologies required to reach your objectives. Explore a range of Salesforce solutions for each situation that will minimize your time to value and allow you to design a plan for expanding your organization's capability. The efficient implementation of key duties necessitates a particular degree of professionalism or business capabilities on the part of the organization. Understanding what business capabilities are required to achieve this scenario can assist your organization's cross-functional teams coordinate and adequately manage around innovative technologies.


The key to a successful deployment of business scenarios is to follow best practices and choose the correct solutions and products for your firm. To use business scenarios, follow these procedures.

  • Examine the business competencies needed to achieve this scenario.

  • Evaluate the maturity of your company's business capabilities.

  • Analyze best practices with a minimum maturity level to see how your company may improve in each competency area.

  • Research goods and solutions to acquire a short time to value and create a roadmap as your maturity grows.

Discover Retail Banking Business Cases


Optimize Customer Onboarding


By creating intelligent user experiences across the consumer journey, streamlining onboarding as part of the digital transformation process aids the return to growth. Create a customer profile right away to lay the groundwork for efficient, personalized, and linked retail banking.


Improve enrollment by connecting customer acquisition, discovery, compliance, and renewal to give consumers and bankers a consistent experience. By developing a customer profile early in the process, you may reduce friction in compliance movements and lay a solid platform for review and renewal. To address inefficiencies, enrich the process over time.


These tools can assist you in providing effective field service.


Financial Services Cloud

Marketing Cloud

Tableau CRM

MuleSoft

Einstein AI


Facilitate Operational Compliance


To better comply with laws and reduce risk exposure, streamline and simplify retail banking compliance operations.


The financial system is constantly under pressure to comply with regulations. Managing compliance and responsibility in this ever-changing environment has typically necessitated a plethora of platforms, protocols, and mechanical hacks.


Employees are less likely to break rules if systems meant to encourage compliance behaviors make it easier for them to recall when what, and how to respond. Building an agile framework of capabilities, security, and accountability processes aid banks in remaining compliant while improving customer and lender experiences.


This software’s can help you in streamlining and simplifying the compliance process


Financial Services Cloud

Shield

Marketing Cloud

MuleSoft

Experience Cloud

Privacy & Identity (SSO)

Analytics

AppExchange


Enhance Digital Experiences


Deliver tailored and connected experiences across all channels to meet clients' increased expectations for digital retail banking services.


Connect consumer self-service, slightly elevated channels, data, and bankers in a smooth and relevant way, moving beyond the typical branch, phone, and email service channels. By expanding the usage of digital channels across the whole customer journey, bankers will have more time to focus on intricate requests and customers will be able to engage via their preferred channel.


These tools can assist you in streamlining and simplifying the testing process.


Financial Service Cloud

Marketing Cloud

Experience Cloud

Tableau CRM

Einstein Next Best Action

Mulesoft

Digital Engagement


Redefine Service Engagements


Democratize retail bankers, operational employees, and support agents around a single, collaborative network to provide more central control.


Buyers do not want to tell their narrative to the bank every time they interact with it. Repetition can be aggravating, especially when the customer has a complicated requisition that necessitates many touches and a lengthy response time.


Create a connected, tailored experience across channels and locales to break down barriers. Connect AI to offload typical service queries, allowing bankers and agents to focus on more sophisticated demands while speeding up case resolution. When connections are established around the buyer journey, every network and personnel can resolve requests using a single source of truth.


These resources can assist you in creating client profiles.


Financial Service Cloud

Marketing Cloud

Experience Cloud

Mulesoft

Digital Engagement


Salesforce has endless possibilities, innovations, and solutions for the banking industry. The above-mentioned steps will help you in exploring various products and services that can be leveraged to reach your desired goals.


Take your banking game to the next level with Apphienz. We at Apphienz deliver exceptional services to help your firm flourish in each capability, whether it's embryonic stage or industry-leading. Connect with us, visit our website or write to us at info@apphienz.com to get all your queries answered.


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