As organizations are slowly resuming business, reliance on working at home and cloud management is critical. Salesforce Financial Cloud helps financial firms and banking sector transform, resulting in a better and more satisfying customer engagement.

Salesforce Financial Service Cloud paired with MuleSoft Anywhere Platform has revolutionized the way of doing business in banking with a host of industry specific business scenarios and best practices. This enables the practice of “ one bank” where customer data is  maintained at the highest level as a master record, and used across all departments of the bank. Be it the business division, or the mortgage — all work with the same information of the customer, in a 360 degree mode, in real time.

Major features of the Salesforce Finance Cloud for Banking are:

• The flexibility to connect through any device anywhere
• Recommendations using the AI based predictive analytics from the Einstein Analytical Engine.
• Data integrity and reliability.
• Increase in the speed and agility of business transactions and visibility across all channels of business.
• Flexibility of seamless integration with any related specific third-party applications like digital signatures for e-signature, Talk Desk for telephony, schedulers for online scheduling, Box for cloud content management.
• Self-service options for the customers through the Salesforce-linked customer portal – a simple, intelligent platform for direct access and interaction with the bank.

Embrace the Salesforce Financial Services Cloud, create seamless customer experiences, identify customer financial needs, and provide proactive service across all channels and deliver increased value to customers. Contact Access Global Group to see if Salesforce Financial Services Cloud is a good fit for your organization. For further details, click here.