Intelligent omnichannel experiences

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These are the trends transforming the financial industry that every industry leader should be aware of. Through real-life examples and scenarios, we explore how Salesforce Financial Services Cloud addresses each challenge with robust, scalable, and customer-centric solutions.


The challenge: A customer starts a credit application from bosnia and herzegovina cell phone number list the mobile app, but when they can't complete it, they decide to call the customer service center. To their surprise, the agent has no context about what they initiated through another channel. The result: frustration and loss of trust.

The Salesforce solution:
By implementing Salesforce Financial Services Cloud , customer data is synchronized in real time across all channels. Thanks to a 360° view of the customer , each agent or advisor can continue the conversation without repeating information, creating a seamless, consistent, and memorable experience at every touchpoint.

2. Predictive Personalization with AI
The challenge: A bank launches massive premium card campaigns, but many reach customers who don't fit the profile or who already have the product, wasting resources and saturating communication channels.

The Salesforce solution: By integrating Agentforce and Data Cloud , Salesforce allows you to analyze each customer's behavior, needs, and history to offer them the right offer at the right time. This translates into more effective campaigns, higher conversion rates, and a perception of truly personalized service.