Addressing Challenges: Exploring Potential Obstacles Faced by Banks/ Financial Institutions and How Salesforce Financial Services Cloud Offers Solutions
Obstacle 01: Struggle to provide seamless digital experiences:
Our Solution: Financial Services Cloud can help every banks/ financial institues delight their customers with automation and self-service tools that simplify digital banking, insurance, and wealth management experiences. DAEU Nextier GDC Vietnam, as a partner of Salesforce, can help you leverage the platform as a single source of truth for customer data, empowering the teams with insights that help you anticipate customer needs so that you can deliver personalized service. The platform’s omni-channel capabilities me n customers receive consistent, tailored service across channels, whether they’ reaching out via email, chat, or phone.
Obstacle 02: Struggle to find and cultivate new customers:
Our Solution: We has found that the leads with the greatest potential are often closer to your business than you think. Fortunately, Einstein Relationship Insights in Financial Services Cloud uses the power of AI to help sales team find connections in their own network. These warm leads filter into each sales rep’s custom dashboard, helping them re uce their reliance on cold calls. Plus, with unified data across the organization, you’ll have a comprehensive view of the relationships between account hol ers and policyholders — simplifying referral tracking and paving the way f organic growth.
Obstacle 03: Struggle to improve collaboration, productivity, and compliance:
Our Solution: DAEU Nextier GDC Vietnam understands how tedious it can be to switch back and forth between disjointed systems in your digital ecosystem. With Financial Services Cloud as your central hub, you can reduce inefficient toggling thanks to pre-built integrations that sync with leading fintech software solutions. The platform also offers your employees a role-based user interface for managing customer engagement activities more productively. And with step-by-step guidance and templates for common customer inquiries and requests, you can help employees stay compliant in their interactions.
