Scaling customer lifecycle management
How Salesforce 360 can help overcome disconnected onboarding experiences, poor employee experiences and high costs of compliance or service/operations
Add bookmarkScaling customer lifecycle management
How Salesforce 360 can help overcome disconnected onboarding experiences, poor employee experiences and high costs of compliance or service/operations
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For banks, customer lifecycle management can be complex, costly and consequential. A deep discovery will often lead you to a root cause of disconnected processes, patch-worked technology and many personas interested in differing areas of the process. This can slow down and negatively impact the customer experience.
A modern banking architecture that supports rich customer and employee experiences is key to supporting sustained growth. Digitised customer lifecycle management integrates customer acquisition, onboarding, origination and service to deliver a unified experience to customers and employees alike.
Spanning marketing, sales and service, the Salesforce Customer 360 platform and ecosystem of partners provide a common backbone and specialist capabilities, removing complexity and improving experience.
Watch this demo to learn how to:
- Deliver a single end-to-end customer experience
- Enable faster onboarding and origination
- Navigate regulatory compliance including KYC
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