Salesforce for the Entire Bank

Banks around the world are using Salesforce Financial Services Cloud (FSC) to completely transform the banking experience for their customers and borrowers. FSC can unify your organization’s customer data from across many systems and bring it into a modern, user-friendly interface that empowers everyone from frontline to back-office to deliver incredible customer experiences.

Screenshot of Financial Services Cloud Dashboard

Salesforce for Branches, Contact Centers, & Retail Banking

  • Lead, Referral, and Opportunity management and tracking to help sales teams earn new relationships and impress new customers
  • Easy-to-use interface that lets sales and service teams quickly view important customer relationship information, all in one place
  • Customizable Page Layouts by Department, allowing each team to prioritize the data that’s important to them and organize it in their own layouts

Salesforce for Operations & Back-Office Departments

  • Case and Task management for inter- and intra-departmental collaboration with file attachments, account notes, and more
  • Fully customizable Workflows and Apps to help streamline internal processes, approvals, and escalations
  • Ability to easily Report on anything being tracked in Salesforce – and visualize it with Dashboards
  • Extensive change management tracking capabilities to make auditors, compliance officers, and risk managers happy

Salesforce for Management, Leadership, & Innovation

  • Reports and Dashboards bring new levels of organizational transparency
  • Provides underlying infrastructure for “build it yourself” initiatives such as quickly building a new loan application form
  • Ability to integrate with all major core banking and legacy systems, and plays nicely with other open and API-led platforms
  • Unparalleled security and reliability

Here’s Your New Salesforce Banking Tech Stack

Salesforce Financial Services Cloud (FSC)

With Salesforce FSC, your organization will be more connected than ever before. And once your data is in Salesforce, it becomes easily reportable and trackable across the entire organization.

  • Break down departmental silos by giving every team in your organization a way to assign, escalate, and manage Tasks and Cases across any other department.

  • Empower customer-facing teams to build Households and track customer Life Events for more meaningful interactions and marketing.

  • Give your management and leadership more time to lead by automating reports of critical KPIs across the whole institution like accounts, loans, incentives, and more.

Salesforce Integrations with Core, LOS, & More

Integrations from your core and legacy systems into Salesforce are critical to ensuring user adoption in your organization. Although you don’t need to integrate every system, it’s important to include the most important ones. EMS Consulting can help you decide which integrations are critical to start, and which ones can come in a later phase. Common Salesforce integrations include:

  • Core transactional systems such as Jack Henry, Fiserv, and many more

  • Loan origination systems like Encompass, nCino, Blend Mortgage LOS, Fusion Mortgagebot, and more

  • Collections management systems

  • Card management systems

  • And many more

MuleSoft for Banks

Banks with complex system integration needs should consider adding MuleSoft to the conversation. Developers love MuleSoft because it helps organizations overcome countless technical and integration hurdles. EMS Consulting highly recommends MuleSoft if your bank is:

  • Planning on doing a core conversion or changing LOS’ in the near future, requiring integration re-work;

  • Building a tech stack transformation roadmap that includes real-time integrations from many core and legacy systems that may or may not offer API connections;

  • Paralyzed by old systems that are integrated with each other instead of into a centralized system of record with a unified data model.

Salesforce Marketing Cloud for Banks

Use Salesforce Marketing Cloud to leverage your customer data in FSC to create, automate, and deliver exceptional omni-channel customer experiences.

  • Send automated and triggered emails with 1-to-1 personalization.

  • Organize your banking customer segments like account holders, savers, consumer borrowers, commercial relationships, and more.

  • Build automated journeys to help Onboard, Cross-Sell, and Educate your customers when they apply for new services, open new accounts, and experience trackable life events.

  • Use your customer data to build social media audiences with Advertising Studio.

  • Enjoy a near-time integration with FSC, ensuring data is refreshed every 15 minutes.

Ready to Evaluate Your Banking Tech Stack?

Your Transformation is Right Around the Corner

Ongoing Support For Your Salesforce Banking Tech Stack

Whether rolling out to specific departments or to your entire organization, your Salesforce FSC implementation is the beginning of a new era for your bank. The EMS Cloud Advisor team is here to help in every way by giving you monthly access to our certified experts in these Salesforce platforms, all for the cost of a single technical resource:

  • Salesforce FSC, Sales, and Service Cloud
  • nCino
  • MuleSoft
  • Marketing Cloud or Pardot
  • Datorama

Explore Salesforce for Financial Services

Salesforce for Banking

Salesforce for Insurance

Salesforce for Mortgage

Salesforce for Wealth Management

Salesforce for Credit Unions