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Salesforce launches Financial Services Cloud for retail banks

  • Writer: Joseph K
    Joseph K
  • Oct 6, 2017
  • 1 min read

Salesforce is making retail banking more personal with the introduction of its latest financial services app that will help retail banks deliver more personalised experiences to their customers. The CRM-based Financial Services Cloud for Retail Banking collates information about the customers, such as education background, employment status, the broader household’s financial holdings, bank accounts, loans and personal identification documents and allows employees to suggest relevant products and services they may want to take advantage of. “Banks are no longer just competing against one another. They’re being compared to any company providing a convenient user experience that builds loyalty,” said Rohit Mahna, SVP and GM of Financial Services, Salesforce. "With Financial Services Cloud for Retail Banking, Salesforce is making it possible for customers to love their banks again."




 
 
 

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