Scaling 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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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 bookmark

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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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