Salesforce provides the critical 360-degree view of the customer required today in banking, financial services and insurance.
Integration connects Salesforce to core platforms, payment systems, branch applications, customer service systems, web portals and published APIs.
Using a total view of the customer, financial services organizations can drive sales and marketing campaigns that support omnichannel strategies and optimize customer journeys.
Through Salesforce integration, organizations can collect customer data that had been isolated in application silos while improving data quality and operational efficiency.
Using low-code integration tools, business units can quickly connect applications and build workflows without lengthy development projects. Even non-technical business analysts can create integrations without help from IT.