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Einstein Analytics for Retail Banking

The banking industry is experiencing a revolution. Leading banks are exploring innovations in digital, data and cloud technologies to drive profitable growth, enhance customer engagement, increase productivity and innovative new business models. However, many of these banks are still challenged by legacy processes and systems, fragmentation between siloed businesses and functions, a lack of an end-to-end digital strategy, and the talent to execute.
In order to be successful, banks must improve customer trust and transparency, create added value, and provide more personalized experiences. Salesforce 's banking customers are looking to AI for the following reasons:

  • To digitize manual operational and customer-facing processes
  • To turn their CRM from a data input system into a value-added decision guidance system
  • To deepen relationships with customers and increase retention
  • To understand the book of business and engage with purpose
  • To identify cross-sell/upsell opportunity

Combine Salesforce's customer 360 solutions with AI and out of the box analytics built for retail banking and your organization will have a competitive advantage towards maximizing performance and providing a truly differentiating customer experience.

Register and attend any of the sessions in The Vault to learn from our data experts, customers, and trusted partners as they share valuable perspectives, guided lessons, and resources on how to use your data to respond to the most important elements of the business.

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