Digitally savvy banking customers increasingly demand anywhere anytime access to information that is both personalized and secure. Significant changes within the regulatory environment - such as increased expectations on risk and governance processes - place further pressure on institutions to harness digital technologies and transform their existing CRM platforms. Winners will be those able to adapt to a digital world.
To address changing market dynamics, PwC has developed a unified banking solution powered by Salesforce Financial Services Cloud. PwC’s solution helps relationship managers and consumer bankers understand their clients and book of business based on proactive alerts, analytics, and tailored insight into the needs of their clients and relationships.
Salesforce Financial Services cloud enables bankers (commercial/corporate/retail/mortgage/wealth) to engage with clients from anywhere in a whole new way. They can access relevant client information right from the banker home page; stay on top of workloads with organized lists; track important tasks; unlock meaningful insights across an entire book of business; and customize household/hierarchy views. Salesforce Financial Services cloud enables bankers to navigate within a digital world and build relationships across generations that last decades.
Partner, Financial Services, PwC US
Partner, Financial Services Lead, PwC US