Salesforce

Salesforce is the world's #1 AI CRM platform for financial services that transforms customer engagement and drives growth. Using Customer 360, a complete suite of products tailored to the industry, financial services firms can deliver better experiences at scale. Firms are empowered with connected data, trusted AI, and 360-degree views of their customers and clients — all in one platform. With Salesforce, financial services companies can grow trusted customer relationships and deposits, reduce costs to serve, and drive personalization at scale. Customer expectations are higher than ever, fewer than 20% of financial services customers agree that their provider meets their needs. Balancing expectations while optimizing profitability is challenging considering many firms rely on legacy systems, disconnected data and processes, or outdated technology. Financial services firms can streamline operations, automate workflows and enhance productivity. From client onboarding to service, teams can leverage intuitive automation tools to deliver quicker, more responsive services, all while ensuring stringent compliance and security measures. Data capabilities offer firms the ability to connect data from legacy systems, core systems and data warehouses. This enables front, middle, and back office teams to seamlessly collaborate with a shared data view. AI capabilities empower teams with insights and content that increases employee productivity, drive growth, and improve customer satisfaction. Through our ecosystem of open APIs and platforms, firms can easily collaborate with fintech partners to foster innovation and remain at the forefront of technological advancement. Learn more at www.salesforce.com/financialservices/

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