Salesforce for Banking & Credit Unions
360-degree Client View.
Aggregate your clients’ contact,
demographic, interaction and financial information in one place. Use this information to invite them to exclusive events, identify upsell opportunities and archive every activity.
Sync marketing and sales.
Give your sales and relationship teams a window into how your clients and prospects are reacting to your marketing efforts. More information means more meaningful conversations and more conversions.
What We Do
We setup complex data models that account for all client contact and demographic information across your different branches while limiting visibility based on rules and permissions.
We automate prospect and client servicing workflows to increase the productivity of your teams and to make sure that no client is left behind. Some of our common banking workflows include:
- New Account Opening
- Money Movement
- Loan Application
Provide your clients with a highly customizable interface designed as per your brand guidelines. Some of the functionality you can provide to your clients includes:
- Viewing statements and other documents
- Viewing financial information such as account balances, positions and transactions
- Submitting forms and portfolio management requests that trigger internal workflows
- Self-serve activities, communication, a knowledgebase and live agent interactions.
We integrate your Salesforce with the rest of your technology footprint including your portfolio management system, financial planning system, risk analysis system, document management solution, e-signature solution, email and other such software.
"Accelerize 360 is a critical partner in defining and executing our digital marketing strategy. From driving a first class marketing program to developing a growth-focused marketing tech stack, Accelerize 360 has brought a level of sophistication we have not found anywhere else."
"We needed help building a complex pricing calculator in Salesforce. Accelerize 360 approached the problem creatively and built it faster with easier maintenance."
"Accelerize 360 saved us hundreds of hours every month with a custom solution to automate and track our paper-based governmental forms."
"We needed one central, easy to use system to provide business visibility and access to information. Accelerize 360 accomplished that and more, driving higher levels of efficiency and productivity across the organization."