Transforming engagement: banking service videos for Salesforce

Salesforce recently engaged FINAO to develop a video series on retail banking service. The videos call attention to disconnect across channels, key self-service functionalities, and the importance of the personalized and proactive engagement customers expect. The series also gives banks the tools to transform service engagement by connecting every channel, business process, and customer data point to make agents more efficient and customers more satisfied.

Identifying Common Service Requests

Automating Routine Inquiries

Complicated Inquiries