The process of onboarding new clients is a challenge commonly faced in credit unions that can be solved by the right Salesforce configuration, particularly on its product Financial Services Cloud.
According to recent studies by Salesforce itself, customers are increasingly demanding high-quality digital experiences from their service providers. In fact, 53% of customers have reported switching providers in pursuit of better digital experiences. Client onboarding is a critical touchpoint in this regard, which is why our financial services subject matter experts recommend Financial Services Cloud to deliver a competitive customer experience.
In our webinar, we’ll be covering strategies for setting up FSC for client onboarding to ensure a smoother, faster, and more efficient customer journey.
This session will be presented by one of our Salesforce consultants who has implemented Salesforce for large and small banks and credit unions (TIAA Bank, M&T Bank and Trust, Metlife, BECU, and more). We’ll have a Q&A at the end, so get your questions ready!
Participation is limited, so RSVP soon to grab your seat!
