Enabling Salesforce Integration for Financial Institutions

September 16 2014

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Financial institutions choose Salesforce

Financial services firms value Salesforce solutions for their ability to drive business transformation. These solutions provide customers, employees, and partners with robust anywhere, anytime functionality for sales, service, marketing and customer engagement.

Salesforce can solve a wide array of business challenges for financial institutions. A bank relationship manager might need to understand their commercial client’s product portfolio and credit exposure across its treasury management,

Infographic: The Future of Financial Services

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The Connected Bank

For many banks, back office systems for such critical functions as deposit accounting, loan servicing, and payment processing have been in place for decades, running on huge legacy mainframes. According to industry analysts, IT departments spend 70 to 90 percent of their budgets managing and maintaining these disparate systems, leaving little left over for new initiatives.

In addition, with poor operational efficiency a barrier to growing revenues,