The platform to lead the transformation

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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.

A customer starts a credit application from the mobile app, but south korea cell phone number list 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.