“Salesforce for Financial Services” Revs Up Client Insights for Fintech!


Salesforce announced expanded insights built specifically for the data rich banking, wealth management, and insurance institutions. “Salesforce for Financial Services” now offers more targeted and trusted automation and AI powered by Client 360 to help every team unlock insights, deliver great customer service, and drive operational efficiencies – whether they deal directly with customers, underwrite loans, or manage administrative duties like human resources.

A new Salesforce survey of more than 2,000 consumers shows that financial services customers increasingly prefer digital experiences. In fact, 78% of banking customers now establish their first connection with a financial institution via website or app. However, the experience of being a customer in the digital age isn’t matching up. On average, fewer than 15% of customers across banking, insurance, and wealth management feel that their financial needs are being anticipated.

With Salesforce for Financial Services innovations including Customer Data Platform, Intelligent Virtual Assistant, Intelligent Agent Desktop, Customer Service Coordination, and Analytics for Financial Services firms can better serve their customers for life and boost satisfaction in this new digital economy.

Financial services institutions are trying to keep pace with the digital acceleration that occurred as a result of the pandemic. At the same time, consumers are demanding more tailored services. New Client 360 capabilities are designed to meet these complex needs head-on, creating more efficiency across internal teams. This gives employees and customers the time and tools they need for a better experience overall.

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