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The recent pandemic has brought a paradigm shift to the financial space to serve the customers better through digital channels. The corona outbreak not only digitized the transactions but transformed the customer experience, that’s personalized and automated.
Before the crisis, most of the customers were branch-oriented and less favored digital services due to missing digital experience and engagement.
However, the banks and financial services have started working on customer engagement that makes customers take an interest in digital-first services. Financial organizations invest heavily to enhance digital capabilities and serve connected experiences to the millions of customers that are stuck at home because of crisis.
Meeting the dire need for accelerating digital transformation for customer engagement is beyond the capacity of traditional platforms. The change is best managed by Salesforce solutions for the financial industry at speed. Perhaps, you guessed- Salesforce financial service cloud is the perfect fit.
However, many people get confused Salesforce solutions for the financial industry mean Salesforce financial services- ‘financial service cloud,’ which is not right. Beware! Salesforce offers many applications outside the financial service cloud to deliver wow experiences to the customers across every touchpoint.
Which Salesforce solutions are adopted by the finance industry to accelerate digital transformation and improve customer engagement?
According to Salesforce research, 80% of the finance industry-related customers give equal credence to experience as they give to products and services.
The customers have changed the way they research and purchase financial products. They expect consistent, personalized experiences across all the digital channels. The financial organizations embracing Pardot software to stay successful and stand out in the universe of connected customers. The marketing automation ensures a seamless connection with customers, improved engagement with quality leads, and results of marketing efforts.
360-degree view of the customers enable marketers to have access to entire customers’ engagement history, which facilitates personalized experience delivery and strengthened client relationship with prospect scoring and taking follow-ups with the right content delivery at the right time.
The integration with email builder and engagement studio with Pardot’s client nurture app allows the team to send pre-approved emails from acquisition to retention. It deepens the client relationship and delivers personalized engagement.
The right prospects are engaged in real-time with instant alerts that are sent to the financial services informing about the product on the website in which the customers are taking interest or opened email. Later, the company reach out to the customers with tailored messages created using Pardot’s email builder that intrigue them.
Pardot’s capability to track marketing campaigns and generate reports on customer engagement and ROI helps in optimizing the customer experience. The granular view of data gives insights into the future that unveils if there’s a need for marketing investment maximization or not.
The financial industry experiences the void in digital marketing, that’s lack of trust, personalized messages, and in-person interactions. Marketing cloud software from Salesforce financial service CRM platform addresses the problem fairly by nurturing customer relationships through personalized marketing.
Under the marketing cloud umbrella, the right messages are delivered to the right customers at the right time ensures stellar communication, engenders customer loyalty, and engineer meaningful relationships.
The Journey Builder tool enables targeted marketing campaign creation by connecting the dots across different customer touchpoints such as website, mobile, email, ads, and others. It facilitates random adjustment to marketing campaigns according to customers’ behavior, interest, satisfaction, and engagement levels.
The interaction studio helps in gathering customer interactions across various touchpoints in the same moment that enables data-driven decision making, improving conversion, and boosting customer lifetime value. It helps in introducing new customer engagement techniques before the competition does.
It’s a digital experience platform built for Salesforce for financial services that digitally connect and engage the customers across various customers’ touchpoints.
Leveraging connected data from various customers touchpoints helps in updating the customer experience across every channel to better adapt to the changing finance trends. The seamless connection between CRM data and business processes helps in responding to the customers instantly and in a personalized way.
The consistent experience delivery across multichannel journeys won’t make the customer feel they left the financial organization ecosystem with similar offerings; they trust the organization and won’t look further. The customer’s first digital experiences bind the customers within the ecosystem.
How can AIMDek help with the digital transformation journey by leveraging Salesforce solutions?
Salesforce solutions for financial services won’t bring effective results if they are not well implemented, managed, and tamed. That’s where the organizations want to hire Salesforce specialists. The search for the best Salesforce solution development ends at AIMDek.
AIMDek is a strategic partner of Salesforce and has helped clients globally with finance service cloud solutions to get an edge in the market. Along with industry-specific cloud expertise such as financial service cloud and other Salesforce solutions, the company’s experts are good at rendering consulting services that help finance businesses know what is the best suitable Salesforce cloud solution that meets their business needs.