EMINENCE VSP Talk to the architect

The Salesforce partner built for banking — lending journeys live this quarter, not eighteen-month programmes.

Onboard in one sitting.Serve in one place.

FSC for digital-first banks, challenger banks and fintech-enabled retail lenders — unified customer record, compliant onboarding, one-screen service.

The challenges we solve

Where customers leak.

/01

Every team sees a different customer

Cards in one system, savings in another, complaints in a third. We unify the client into one 360° record every team works from.

/02

Onboarding that loses customers

Days of back-and-forth where a competitor takes minutes. One guided flow opens the relationship in a single sitting — KYC included.

/03

Personalisation without the data to do it

Next-best-action is only as good as the record behind it. We build the record first, so every suggestion is grounded and compliant.

The anatomy

One customer record, end to end.

Every problem above shares a root: each team works from its own copy of the customer. This is what it looks like when there’s only one — from first hello to everyday service.

Onboarding

FSC’s guided onboarding opens the relationship in a single sitting — identity, KYC, products and consents captured once. The record starts clean.

ONE SITTING — IDENTITY · KYC · CONSENT KYC — PASSED IN-FLOW RELATIONSHIP OPEN — DAY ONE

Householding

Accounts become relationships: FSC’s Actionable Relationship Center maps the household, so the bank sees the family — not five disconnected products.

THE HOUSEHOLD — ONE RECORD CURRENT · SAVINGS · CARD MORTGAGE · JOINT THE BANK SEES THE FAMILY

Service & personalisation

Branch, contact centre and app act on the same record through prebuilt service processes — and Einstein next-best-action is grounded in it.

BRANCH APP · CONTACT CENTRE ONE RECORD — SAME ANSWER NEXT BEST ACTION — GROUNDED, COMPLIANT
ONE SITTING — IDENTITY · KYC · CONSENT KYC — PASSED IN-FLOW RELATIONSHIP OPEN — DAY ONE THE HOUSEHOLD — ONE RECORD CURRENT · SAVINGS · CARD MORTGAGE · JOINT THE BANK SEES THE FAMILY BRANCH APP · CONTACT CENTRE ONE RECORD — SAME ANSWER NEXT BEST ACTION — GROUNDED, COMPLIANT

One client. Every channel.
Same answer.

We design retail banking on FSC for digital-first and challenger banks — so app, contact centre and AI assistants all act on the same record, the same consents, and next-best-action the regulator can follow.

Talk it through
Proof
“Eminence VSP built a tailored Salesforce CRM that transformed how we work. Their automation expertise and collaboration have been invaluable.”

Spyros Roumaneas — Compliance & Financial Crime Expert, Revolut

Read the success stories

Let’s talk.

One conversation with the architect — and a clear view of what your bank could ship next quarter.

Talk to the architect