Onboard in one sitting.Serve in one place.
Retail banking on Salesforce Financial Services Cloud — for personal bankers, branch teams, contact centres and digital channels.
Where customers leak.
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.
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.
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.
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.
Householding
Accounts become relationships: FSC’s Actionable Relationship Center maps the household, so the bank sees the family — not five disconnected products.
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.
One client. Every channel.
Same answer.
We design retail banking around a single client truth on FSC — so branch, contact centre, app and AI assistants all act on the same record, the same consents, the same next-best-action.
Talk it throughLet’s talk.
One conversation with the architect — and a clear view of what your bank could ship next quarter.
Talk to the architect