How do you see Salesforce assisting in the digitalization transformation?
One area Salesforce plays a large role in is improving the customer experience that our clients are providing.
How can you provide a seamless and personalized customer experience?
Salesforce provides these capabilities starting with the foundation of a Customer Data Platform (CDP) where all of the data can be aggregated and compiled to provide a 360 degree view of the customer. Once this view of the customer has been created then you can make educated choices in how you communicate with your clients to create better engagement.
We have also partnered with Epsilon, a Publicis Groupe Company, to create CDP Essentials which is a data enrichment capability to bring the customer profile from unknown to known. This expands the value of Salesforce CDP and delivers true hyper-personalization at scale. In the highly competitive sub-verticals of Banking, Wealth & Asset Management and Insurance, firms must capture prospective customers in the digital layer, and CDP + CDPE make that possible.
We also have many clients who are evaluating Financial Services Cloud to see if it is a good fit for the current state of their business. Our role is to provide assessments for them based on use cases that align to their specific requirements and from there we can identify if it is truly the right fit. FSC brings an industry-specific data model and extends the capabilities of classic Sales & Service Cloud to support FINS firms’ strategic imperatives.