The Salesforce solution: Salesforce offers a comprehensive approach to strengthening digital trust. From compliance with regulations like GDPR and local data protection laws to full traceability of customer consent and granular access management, the platform ensures a transparent and controlled environment.
Additionally, institutions can send personalized, segmented, and automated communications based on a customer's history, preferred channel, and the context of their financial situation. And when the customer croatia cell phone number list decides to approach them for negotiations, Agentforce can assist them directly with AI: guiding them through the promise-to-pay process, automatically calculating late payment interest, partial payment options, deadlines, and consequences.
This combination of technology and empathy builds a relationship based on transparency, respect, and customer control over their financial information and decisions.
Salesforce Financial Services Cloud: The platform to lead the transformation
Implementing Salesforce Financial Services Cloud enables financial institutions to embrace these trends with speed, scalability, and security. This solution is specifically designed for the industry and offers:
Single customer view with integrated financial data.
Orchestration of personalized journeys based on the customer lifecycle.
Automation of key processes, from onboarding to asset management.
Regulatory compliance built into every interaction.
All of this makes Financial Services Cloud the transformation engine for digital banking, insurance companies, and fintechs seeking to differentiate themselves in a competitive market.