Salesforce.com unveils lead and referral engine for retail banking as the first in a series of transformational financial services solutions
SAN FRANCISCO, May 15, 2014 -- Salesforce.com (NYSE: CRM), the world's #1 CRM platform, today announced Salesforce1 for Financial Services, transforming the way banks, wealth management companies and insurance providers attract, connect with and retain customers. The first solution for Salesforce1 for Financial Services includes a lead and referral engine for retail banking to automate the process of identifying, tracking and nurturing customers across every interaction.
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"Banks are in a challenging position. They must adapt quickly to fast-changing markets to meet the needs of their customers and replace lost income, while also reacting to the continued regulatory pressure," said John Peto, principal, Deloitte Consulting LLP. "We developed a cloud application that can increase sales effectiveness, onboarding and collaboration across lines of business and departments within banks - using the Salesforce1 Platform."
Deloitte Consulting LLP and nCino join the Salesforce1 for Financial Services ecosystem to develop innovative solutions specifically tailored to the needs of the financial services industry.
ISVs and SI partners are using the Salesforce1 Platform to build new industry-specific technologies that help financial services and insurance providers to manage their business in the cloud and harness the power of social and mobile applications.
Deloitte has introduced BankApp, a banking CRM accelerator built on the Salesforce1 Platform. BankApp, with its Onboarding and Origination offering, helps Deloitte’s clients in their efforts to improve customer experience, increase branch productivity, and drive efficiency across business units.
BankApp for Origination & Onboarding
Improve the customer experience with Deloitte’s BankApp for Origination and Onboarding that is designed to drive revenue at the point of sale, and streamline the business process for originating new accounts and onboarding customers. Traditionally, these processes have involved a multitude of systems that reduce efficiency and limit access to customer information. BankApp for Origination and Onboarding leverages the Salesforce platform and Deloitte’s Financial Services industry experience to facilitate highly efficient processes for new customer and new account origination as well as customer relationship development.