Financial Services Operations & Customer Service Solution

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By increasing efficiencies, service and operations teams have more time to focus on what matters most: delivering service that customers love.</p>\n","kind":"card_faq-qna","id":"1709648195668_15co"}]}]}],"path":"/financial-services/customer-service-in-financial-services","urlLoc":"us","curHref":"/financial-services/customer-service-in-financial-services/?bc=HL","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"open-template","curLocale":"en-us"}], chassis: 'v2', }; window.sfdcBase = window.sfdcBase || {}; window.sfdcBase.chat = window.sfdcBase.chat || {}; window.sfdcBase.chat.invite = window.sfdcBase.chat.invite || {}; </script> <div class="globalnav-wrapper-c360 "> <a class="screen-reader-text skip-to-content-c360" href="#main-content"> <div class="screen-reader-container">Skip to content</div> </a> <hgf-c360nav locale=us search="true" show-region-selector="true" context-nav-enabled="true" hide-login="false" truly-hide-login="false" show-button-main=true show-button-secondary=false hide-contact="false" origin=https://wp.sfdcdigital.com/en-us/wp-json> </hgf-c360nav> <hgf-c360contextnav origin=https://wp.sfdcdigital.com/en-us/wp-json> </hgf-c360contextnav> </div> <main id="main-content" class="pbc-open-template"> <div data-blade-id="1729633244038_12ds_293280" data-blade-position="1" data-blade-name="sf/notification" data-blade-variant="notification" data-blade-source="www" data-blade-type="blade"> <section id="1729633244038_12ds_293280" class="relative notification--blade notification--blade--image-standard" style="background-color:#032D60" > <article data-module-id="1729633244038_12ds_293280" data-module-name="Salesforce Launches Industries AI: 100+ Out-of-the-Box AI Capabilities that Tackle Industry-Specific Pain Points Across 15 Industries." data-module-position="1" data-module-type="headline"> <div class="notification__content-wrapper"> <div class="notification__text-wrapper"> <p class="notification__text" style="color: rgb(255, 255, 255)">Salesforce Launches Industries AI: 100+ Out-of-the-Box AI Capabilities that Tackle Industry-Specific Pain Points Across 15 Industries.</p> <a class="notification__link pbc_link--bold" href="https://www.salesforce.com/news/stories/industries-ai-announcement/" target="_self" style="color: rgb(255, 255, 255)"> Learn more </a> </div> </div> </article> </section> </div><div data-blade-id="1669069214809_11ts" data-blade-position="2" data-blade-name="sf/marquee" data-blade-variant="marquee" data-blade-source="www" data-blade-type="blade"> <style> section[id="1669069214809_11ts"] .headline strong { color: #0D9DDA !important; font-weight: inherit; } </style> <section id="1669069214809_11ts" class="relative marquee--blade marquee--right-image" > <div class="container container--min-spacing-bottom"> <article class="grid grid_main grid--sixteenbynine" data-module-track-impressions="" data-module-id="1669069214809_11ts" data-module-name="Scale Service" data-module-position="1" data-module-type="headline"> <div class="video__wrapper"> <pbc-vidyard-player class="video__asset" video-uuid="UWP8NZXpQj3Q7ei1ovfX2K" > <pbc-vidyard-analytics slot="analytics" video-uuid="UWP8NZXpQj3Q7ei1ovfX2K" live-video="" > </pbc-vidyard-analytics> </pbc-vidyard-player> </div> <div class="content__wrapper "> <header class="marquee__blade-heading eyebrow--standard "> <h1 class="headline marquee__headline--standard" style=" color:#032D60 "> Scale Service </h1> <div class="blade__description"> <p>Customer service agents in financial services struggle to deliver efficient service that customers love because of disconnected systems. 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container--min-spacing-bottom container--min-spacing-top noCTAs"> <article class="grid grid_main"> <header class="logogrid__blade-heading"> <h2 class="pbc-g-text-display-4" style=" "> Leading financial services operations use data to personalize service with Financial Services Cloud. </h2> <div class="blade__description pbc-g-text-body-1-2"> <p> </p> </div> </header> <div class="logo-grid logo-grid-blade logo-grid-blade--3 mt-16 mobile-mt-16"> <div class="logo-block logo-block--1 logo-block--card_logomark" data-module-id="1680046441035_12ui" data-module-track-impressions="" data-module-name="PenFed customer story" data-module-position="1" data-module-type="card_logomark"> <div class="card__logomark__wrapper pbc-g-elevation-2"> <a href="https://www.salesforce.com/customer-stories/penfed-ai-omni-channel-support/" class="card__logomark__link" > <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/PenFed_Logo_CMYK_2022.png?w=1024" class="card__logomark__image" alt="PenFed customer story" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/PenFed_Logo_CMYK_2022.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/PenFed_Logo_CMYK_2022.png?resize=300,76 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/PenFed_Logo_CMYK_2022.png?resize=768,194 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/PenFed_Logo_CMYK_2022.png?resize=1024,259 1024w" height="auto" width="auto"/> </a> </div> </div> <div class="logo-block logo-block--2 logo-block--card_logomark" data-module-id="1682442861867_1c0z" data-module-track-impressions="" data-module-name="RBC Wealth Management customer story" data-module-position="2" data-module-type="card_logomark"> <div class="card__logomark__wrapper pbc-g-elevation-2"> <a href="https://www.salesforce.com/resources/customer-stories/scalable-wealth-management-solution-rbc-us/" class="card__logomark__link" > <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/RBC-Wealth-Management-Logo-1.png?w=865" class="card__logomark__image" alt="RBC Wealth Management customer story" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/RBC-Wealth-Management-Logo-1.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/RBC-Wealth-Management-Logo-1.png?resize=300,105 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/RBC-Wealth-Management-Logo-1.png?resize=768,268 768w" height="auto" width="auto"/> </a> </div> </div> <div class="logo-block logo-block--3 logo-block--card_logomark" data-module-id="1682442887270_i34" data-module-track-impressions="" data-module-name="Pacific Life customer story" data-module-position="3" data-module-type="card_logomark"> <div class="card__logomark__wrapper pbc-g-elevation-2"> <a href="https://www.salesforce.com/plus/experience/dreamforce_2023/series/financial_services_at_dreamforce_2023/episode/episode-s1e5" class="card__logomark__link" target="_self" > <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/pacific-life_f0aff5.jpg?w=900" class="card__logomark__image" alt="Pacific Life customer story" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/pacific-life_f0aff5.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/pacific-life_f0aff5.jpg?resize=300,167 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/pacific-life_f0aff5.jpg?resize=768,427 768w" height="auto" width="auto"/> </a> </div> </div> </div> </article> </div> <div class="blade__background blade__background--partial-overlap" aria-hidden="true"> <div class="background__graphics background__graphics--overlap background__graphics--with-background-image"> <div class="blade__background-image"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/logo-grid-fins-Service-Innovation-Solutions-background-min.png?w=1024" class="background__image" alt="" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/logo-grid-fins-Service-Innovation-Solutions-background-min.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/logo-grid-fins-Service-Innovation-Solutions-background-min.png?resize=300,98 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/logo-grid-fins-Service-Innovation-Solutions-background-min.png?resize=768,251 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/logo-grid-fins-Service-Innovation-Solutions-background-min.png?resize=1024,334 1024w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/logo-grid-fins-Service-Innovation-Solutions-background-min.png?resize=1536,501 1536w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/logo-grid-fins-Service-Innovation-Solutions-background-min.png?resize=2048,668 2048w" width="100%"/> </div> </div> <div class="background__padding--partial-overlap"></div> </div> </section> </div><div data-blade-id="1710253064885_hzd" data-blade-position="4" data-blade-name="sf/text" data-blade-variant="text" data-blade-source="www" data-blade-type="blade"> <section id="1710253064885_hzd" class="relative text--blade" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main text__blade--link_below text--center" data-module-id="1710253064885_hzd" data-module-name="Scale service with connected data for financial services operations." data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <header class="text__blade-heading eyebrow--large "> <h2 class="headline text__headline--large" style=" "> Scale service with connected data for financial services operations. </h2> <div class="blade__description "> <p>Cut costs in customer service for financial services with self-service portals and chat bots. Give CSRs a view of the whole customer with context and history. Implement integrations easily to connect data and execute core banking processes in Financial Services Cloud.</p> </div> </header> </article> </div> </section> </div><div data-blade-id="1679768474348_15tk" data-blade-position="5" data-blade-name="sf/productfeature" data-blade-variant="productfeature" data-blade-source="www" data-blade-type="blade"> <section id="1679768474348_15tk" class="relative productfeature--blade blade_layout--left" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <div class="relative grid grid_main productfeature__content "> <div class="productfeature__content-group"> <header class="productfeature__blade-heading"> <h2 class="headline" style=" "> Create efficiencies with self-service. </h2> </header> <div class="productfeature__tabs"> <div class="accordion__item accordion__item-1 show-hide__item selected " data-module-id="accordion-1" data-module-name="Chat and Einstein Bots" data-module-position="1" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="true" aria-controls="rel1679768474324_11mj-11" class="accordion__trigger" id="show-hide1679768474324_11mj-11" aria-label="Chat and Einstein Bots"> <span class="accordion__title relative"> Chat and Einstein Bots <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1679768474324_11mj-11" id="rel1679768474324_11mj-11"> <div class="accordion__description"> <p>Reduce customer service costs by increasing call deflection and decreasing handle time. Move expensive calls and branch interactions to lower-cost chat experiences. Enable customers to quickly resolve simple requests without needing to go into an office or pick up the phone. <a href="https://www.salesforce.com/form/demo/einstein-bots/?d=pb" target="_blank">Watch a demo.</a></p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1679768474324_11mj-11__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-I-scale-01.png?w=1024" class="image__asset" alt="A service portal with an Einstein Financial Services Bot that initiates a chat with a customer." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-I-scale-01.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-I-scale-01.png?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-I-scale-01.png?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-I-scale-01.png?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> <div class="accordion__item accordion__item-2 show-hide__item " data-module-id="accordion-2" data-module-name="Self-Service Portal" data-module-position="2" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1682442240964_1akg-22" class="accordion__trigger" id="show-hide1682442240964_1akg-22" aria-label="Self-Service Portal"> <span class="accordion__title relative"> Self-Service Portal <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1682442240964_1akg-22" id="rel1682442240964_1akg-22"> <div class="accordion__description"> <p>Deflect calls from the contact center by seamlessly embedding Financial Services Cloud automation capabilities into existing internet and mobile banking experiences with a self-service portal. <a href="https://www.salesforce.com/form/service-cloud/self-service-demo/?d=pb" target="_blank">Watch a demo.</a></p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1682442240964_1akg-22__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-I-scale-02.png?w=1024" class="image__asset" alt="A self-service portal shows a loan application approval notification and accounts summary." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-I-scale-02.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-I-scale-02.png?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-I-scale-02.png?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-I-scale-02.png?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> <div class="accordion__item accordion__item-3 show-hide__item " data-module-id="accordion-3" data-module-name="Connected Omni-Channel Experiences" data-module-position="3" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1682442243345_1czy-33" class="accordion__trigger" id="show-hide1682442243345_1czy-33" aria-label="Connected Omni-Channel Experiences"> <span class="accordion__title relative"> Connected Omni-Channel Experiences <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1682442243345_1czy-33" id="rel1682442243345_1czy-33"> <div class="accordion__description"> <p>Customers are digital-first, but not digital-exclusive. Make your financial institution easier to do business with by providing personalized, omni-channel journeys. Delight your customers with seamless interactions between digital and physical channels. <a href="https://www.salesforce.com/form/service-cloud/salesforce-contact-center-demo/?d=pb" target="_blank">Watch a demo.</a></p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1682442243345_1czy-33__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-I-scale-03.png?w=1024" class="image__asset" alt="A portal shows a chat window with a conversation between customer and a customer service rep." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-I-scale-03.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-I-scale-03.png?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-I-scale-03.png?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-I-scale-03.png?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--left " data-media-label="rel1679768474324_11mj-11__media--desktop" style="grid-row: 1 / span 6"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-I-scale-01.png?w=1024" class="image__asset" alt="A service portal with an Einstein Financial Services Bot that initiates a chat with a customer." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-I-scale-01.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-I-scale-01.png?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-I-scale-01.png?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-I-scale-01.png?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--left show-hide__media--hidden" data-media-label="rel1682442240964_1akg-22__media--desktop" style="grid-row: 1 / span 6"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-I-scale-02.png?w=1024" class="image__asset" alt="A self-service portal shows a loan application approval notification and accounts summary." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-I-scale-02.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-I-scale-02.png?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-I-scale-02.png?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-I-scale-02.png?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--left show-hide__media--hidden" data-media-label="rel1682442243345_1czy-33__media--desktop" style="grid-row: 1 / span 6"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-I-scale-03.png?w=1024" class="image__asset" alt="A portal shows a chat window with a conversation between customer and a customer service rep." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-I-scale-03.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-I-scale-03.png?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-I-scale-03.png?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-I-scale-03.png?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </div> </div> </section> </div><div data-blade-id="1710340778074_q15" data-blade-position="6" data-blade-name="sf/productfeature" data-blade-variant="productfeature" data-blade-source="www" data-blade-type="blade"> <section id="1710340778074_q15" class="relative productfeature--blade blade_layout--right" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <div class="relative grid grid_main productfeature__content "> <div class="productfeature__content-group"> <header class="productfeature__blade-heading"> <h2 class="headline" style=" "> Deliver personalized service with a complete customer view. </h2> </header> <div class="productfeature__tabs"> <div class="accordion__item accordion__item-1 show-hide__item selected " data-module-id="accordion-1" data-module-name="Customer Service Representative (CSR) Console" data-module-position="1" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="true" aria-controls="rel1710340778005_7is-11" class="accordion__trigger" id="show-hide1710340778005_7is-11" aria-label="Customer Service Representative (CSR) Console"> <span class="accordion__title relative"> Customer Service Representative (CSR) Console <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1710340778005_7is-11" id="rel1710340778005_7is-11"> <div class="accordion__description"> <p>Accelerate agent productivity with an intelligent, unified, automated workspace. Enable CSRs to view data from multiple platforms with prebuilt integration, and eliminate the need to toggle between systems with a single-page view of the customer.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1710340778005_7is-11__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-01.jpg?w=1024" class="image__asset" alt="A CSR console that shows a single view of a customer with actions, alerts, and recommendations." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-01.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-01.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-01.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-01.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> <div class="accordion__item accordion__item-2 show-hide__item " data-module-id="accordion-2" data-module-name="Identity Verification" data-module-position="2" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1710340778009_4jk-22" class="accordion__trigger" id="show-hide1710340778009_4jk-22" aria-label="Identity Verification"> <span class="accordion__title relative"> Identity Verification <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1710340778009_4jk-22" id="rel1710340778009_4jk-22"> <div class="accordion__description"> <p>Keep customers’ trust and protect their personal information by verifying the identity of a caller before sharing sensitive information. Set up flows that meet your business and legal requirements that bankers and advisors can use to verify customers or their authorized representatives.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1710340778009_4jk-22__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-02.jpg?w=1024" class="image__asset" alt="Easily verify customers and callers with required information." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-02.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-02.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-02.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-02.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> <div class="accordion__item accordion__item-3 show-hide__item " data-module-id="accordion-3" data-module-name="Timeline" data-module-position="3" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1710340778013_ip-33" class="accordion__trigger" id="show-hide1710340778013_ip-33" aria-label="Timeline"> <span class="accordion__title relative"> Timeline <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1710340778013_ip-33" id="rel1710340778013_ip-33"> <div class="accordion__description"> <p>Search an interactive, omni-channel timeline of client information to see key activities relating to a customer in one place. View chronological, unified data regardless of who interacted with the customer. See the channel where the interaction occurred and who was part of the engagement.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1710340778013_ip-33__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-03.jpg?w=1024" class="image__asset" alt="A timeline shows service activities related to a customer including dispute transactions, feedback, account inquiries, and more." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-03.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-03.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-03.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-03.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> <div class="accordion__item accordion__item-4 show-hide__item " data-module-id="accordion-4" data-module-name="FlexCards" data-module-position="4" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1710341140814_8ug-44" class="accordion__trigger" id="show-hide1710341140814_8ug-44" aria-label="FlexCards"> <span class="accordion__title relative"> FlexCards <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1710341140814_8ug-44" id="rel1710341140814_8ug-44"> <div class="accordion__description"> <p>Create consumer-grade UI components using FlexCards to display contextual information from multiple sources in an at-a-glance format. They are viewable on any device or channel and provide access to relevant tasks. They can be built quickly using drag-and-drop elements in a WYSIWYG editor.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1710341140814_8ug-44__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-04.jpg?w=1024" class="image__asset" alt="A console shows cash flow information for a customer including income, spending, and monthly surplus." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-04.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-04.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-04.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-04.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--right " data-media-label="rel1710340778005_7is-11__media--desktop" style="grid-row: 1 / span 8"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-01.jpg?w=1024" class="image__asset" alt="A CSR console that shows a single view of a customer with actions, alerts, and recommendations." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-01.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-01.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-01.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-01.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--right show-hide__media--hidden" data-media-label="rel1710340778009_4jk-22__media--desktop" style="grid-row: 1 / span 8"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-02.jpg?w=1024" class="image__asset" alt="Easily verify customers and callers with required information." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-02.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-02.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-02.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-02.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--right show-hide__media--hidden" data-media-label="rel1710340778013_ip-33__media--desktop" style="grid-row: 1 / span 8"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-03.jpg?w=1024" class="image__asset" alt="A timeline shows service activities related to a customer including dispute transactions, feedback, account inquiries, and more." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-03.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-03.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-03.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-03.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--right show-hide__media--hidden" data-media-label="rel1710341140814_8ug-44__media--desktop" style="grid-row: 1 / span 8"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-04.jpg?w=1024" class="image__asset" alt="A console shows cash flow information for a customer including income, spending, and monthly surplus." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-04.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-04.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-04.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-04.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </div> </div> </section> </div><div data-blade-id="1682442262755_15rv" data-blade-position="7" data-blade-name="sf/productfeature" data-blade-variant="productfeature" data-blade-source="www" data-blade-type="blade"> <section id="1682442262755_15rv" class="relative productfeature--blade blade_layout--left" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <div class="relative grid grid_main productfeature__content "> <div class="productfeature__content-group"> <header class="productfeature__blade-heading"> <h2 class="headline" style=" "> Empower CSRs to resolve issues quickly. </h2> </header> <div class="productfeature__tabs"> <div class="accordion__item accordion__item-1 show-hide__item selected " data-module-id="accordion-1" data-module-name="Record Alerts" data-module-position="1" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="true" aria-controls="rel1682442262716_11n-11" class="accordion__trigger" id="show-hide1682442262716_11n-11" aria-label="Record Alerts"> <span class="accordion__title relative"> Record Alerts <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1682442262716_11n-11" id="rel1682442262716_11n-11"> <div class="accordion__description"> <p>Use Record Alerts so agents can scan records for notifications to help them decide what needs attention now or soon. For example, if an agent sees a low balance alert on the financial account that funds withdrawals, the agent can proactively notify the client to transfer funds and avoid overdrafts.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1682442262716_11n-11__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-05.jpg?w=1024" class="image__asset" alt="An alert indicates a customer's mortgage account is on hold and a possible fraudulent transaction." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-05.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-05.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-05.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-05.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> <div class="accordion__item accordion__item-2 show-hide__item " data-module-id="accordion-2" data-module-name="Action Launcher" data-module-position="2" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1682442262720_53l-22" class="accordion__trigger" id="show-hide1682442262720_53l-22" aria-label="Action Launcher"> <span class="accordion__title relative"> Action Launcher <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1682442262720_53l-22" id="rel1682442262720_53l-22"> <div class="accordion__description"> <p>Allow service agents to resolve customer queries quickly and more efficiently by launching commonly used processes. Action Launcher streamlines the task by presenting only the relevant processes, based on the context of the call, enabling the agent to deliver a better overall customer experience.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1682442262720_53l-22__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-06.jpg?w=1024" class="image__asset" alt="Action Launcher shows easy access to commonly used actions including reset password, reorder checkbook, and update address." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-06.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-06.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-06.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-06.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--left " data-media-label="rel1682442262716_11n-11__media--desktop" style="grid-row: 1 / span 4"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-05.jpg?w=1024" class="image__asset" alt="An alert indicates a customer's mortgage account is on hold and a possible fraudulent transaction." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-05.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-05.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-05.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-05.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--left show-hide__media--hidden" data-media-label="rel1682442262720_53l-22__media--desktop" style="grid-row: 1 / span 4"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-06.jpg?w=1024" class="image__asset" alt="Action Launcher shows easy access to commonly used actions including reset password, reorder checkbook, and update address." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-06.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-06.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-06.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-empower-06.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </div> </div> </section> </div><div data-blade-id="1682442267576_14v7" data-blade-position="8" data-blade-name="sf/productfeature" data-blade-variant="productfeature" data-blade-source="www" data-blade-type="blade"> <section id="1682442267576_14v7" class="relative productfeature--blade blade_layout--right" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <div class="relative grid grid_main productfeature__content "> <div class="productfeature__content-group"> <header class="productfeature__blade-heading"> <h2 class="headline" style=" "> Integrate with core financial platform data. </h2> </header> <div class="productfeature__tabs"> <div class="accordion__item accordion__item-1 show-hide__item selected " data-module-id="accordion-1" data-module-name="Standards-Based Banking APIs" data-module-position="1" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="true" aria-controls="rel1682442267531_mzz-11" class="accordion__trigger" id="show-hide1682442267531_mzz-11" aria-label="Standards-Based Banking APIs"> <span class="accordion__title relative"> Standards-Based Banking APIs <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1682442267531_mzz-11" id="rel1682442267531_mzz-11"> <div class="accordion__description"> <p>Accelerate development with prebuilt standards-based (BIAN) banking APIs and templates. Implement integrations easily to connect data and execute core banking processes in Financial Services Cloud. BIAN methodologies enable interoperability and best practices between firms in the banking industry.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1682442267531_mzz-11__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-integrate-01.jpg?w=1024" class="image__asset" alt="An Integration Setup screen shows available integrations including balance and transaction retrieval." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-integrate-01.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-integrate-01.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-integrate-01.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-integrate-01.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> <div class="accordion__item accordion__item-2 show-hide__item " data-module-id="accordion-2" data-module-name="MuleSoft Direct for Financial Services" data-module-position="2" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1682442267539_mqz-22" class="accordion__trigger" id="show-hide1682442267539_mqz-22" aria-label="MuleSoft Direct for Financial Services"> <span class="accordion__title relative"> MuleSoft Direct for Financial Services <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1682442267539_mqz-22" id="rel1682442267539_mqz-22"> <div class="accordion__description"> <p>Deliver faster time to value with MuleSoft Direct prebuilt connectivity solutions. Execute industry-standard integrations for key use cases in Salesforce so developers can customize on the back end. Start smaller and faster to reduce development costs and cut development time from months to days.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1682442267539_mqz-22__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-integrate-02-1.jpg?w=1024" class="image__asset" alt="An Integration Setup screen shows pre-built connectivity with MuleSoft." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-integrate-02-1.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-integrate-02-1.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-integrate-02-1.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-integrate-02-1.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> <div class="accordion__item accordion__item-3 show-hide__item " data-module-id="accordion-3" data-module-name="Data Consumption Framework" data-module-position="3" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1682442267543_pv9-33" class="accordion__trigger" id="show-hide1682442267543_pv9-33" aria-label="Data Consumption Framework"> <span class="accordion__title relative"> Data Consumption Framework <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1682442267543_pv9-33" id="rel1682442267543_pv9-33"> <div class="accordion__description"> <p>Scale integrations for high volumes of data with a Data Consumption Framework built into Financial Services Cloud. Financial services firms can pull large data sets into Salesforce without running into limits or constraints.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1682442267543_pv9-33__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-integrate-03.jpg?w=1024" class="image__asset" alt="Easily create an integration definition that pulls specified account details into Salesforce." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-integrate-03.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-integrate-03.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-integrate-03.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-integrate-03.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--right " data-media-label="rel1682442267531_mzz-11__media--desktop" style="grid-row: 1 / span 6"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-integrate-01.jpg?w=1024" class="image__asset" alt="An Integration Setup screen shows available integrations including balance and transaction retrieval." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-integrate-01.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-integrate-01.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-integrate-01.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-integrate-01.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--right show-hide__media--hidden" data-media-label="rel1682442267539_mqz-22__media--desktop" style="grid-row: 1 / span 6"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-integrate-02-1.jpg?w=1024" class="image__asset" alt="An Integration Setup screen shows pre-built connectivity with MuleSoft." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-integrate-02-1.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-integrate-02-1.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-integrate-02-1.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-integrate-02-1.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--right show-hide__media--hidden" data-media-label="rel1682442267543_pv9-33__media--desktop" style="grid-row: 1 / span 6"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-integrate-03.jpg?w=1024" class="image__asset" alt="Easily create an integration definition that pulls specified account details into Salesforce." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-integrate-03.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-integrate-03.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-integrate-03.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-integrate-03.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </div> </div> </section> </div><div data-blade-id="1709564437756_17rr" data-blade-position="9" data-blade-name="sf/productfeature" data-blade-variant="productfeature" data-blade-source="www" data-blade-type="blade"> <section id="1709564437756_17rr" class="relative productfeature--blade blade_layout--left" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <div class="relative grid grid_main productfeature__content "> <div class="productfeature__content-group"> <header class="productfeature__blade-heading"> <h2 class="headline" style=" "> Automate complex service processes. </h2> </header> <div class="productfeature__tabs"> <div class="accordion__item accordion__item-1 show-hide__item selected " data-module-id="accordion-1" data-module-name="Service Process Studio" data-module-position="1" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="true" aria-controls="rel1709564437711_x49-11" class="accordion__trigger" id="show-hide1709564437711_x49-11" aria-label="Service Process Studio"> <span class="accordion__title relative"> Service Process Studio <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1709564437711_x49-11" id="rel1709564437711_x49-11"> <div class="accordion__description"> <p>Help agents provide enhanced customer service experiences with Service Process Studio, a complete framework to design seamless customer service processes quickly and efficiently. Reduce the need to switch between systems with real-time integration of core banking functions and transactional data.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1709564437711_x49-11__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-01.jpg?w=1024" class="image__asset" alt="Service Process Studio shows the ability to create a new service process from a template: address updates, pin resets, and fee reversals." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-01.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-01.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-01.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-01.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> <div class="accordion__item accordion__item-2 show-hide__item " data-module-id="accordion-2" data-module-name="Transaction Dispute Management" data-module-position="2" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1709564437716_eew-22" class="accordion__trigger" id="show-hide1709564437716_eew-22" aria-label="Transaction Dispute Management"> <span class="accordion__title relative"> Transaction Dispute Management <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1709564437716_eew-22" id="rel1709564437716_eew-22"> <div class="accordion__description"> <p>Deflect dispute-related calls and resolve disputes promptly while enhancing customer experiences through the use of data, automation, and AI. Embrace digital transformation through a unified, cost-efficient, self-service platform, enabling dispute managers to prioritize seamless, customer-centric experiences.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1709564437716_eew-22__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-02.jpg?w=1024" class="image__asset" alt="A transaction dispute dashboard shows pre-built steps that make it easy to resolve customer issues." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-02.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-02.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-02.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-02.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> <div class="accordion__item accordion__item-3 show-hide__item " data-module-id="accordion-3" data-module-name="Complaint Management" data-module-position="3" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1709564437720_jfe-33" class="accordion__trigger" id="show-hide1709564437720_jfe-33" aria-label="Complaint Management"> <span class="accordion__title relative"> Complaint Management <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1709564437720_jfe-33" id="rel1709564437720_jfe-33"> <div class="accordion__description"> <p>Streamline the complaint management process from intake to resolution to analysis. Automate cross-department workflows to resolve complaints quickly and compliantly. Leverage prebuilt analytics to identify trends and improve processes.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1709564437720_jfe-33__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-03.jpg?w=1024" class="image__asset" alt="A complaint management dashboard shows pre-built steps that make it easy to manage and resolve complaints." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-03.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-03.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-03.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-03.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> <div class="accordion__item accordion__item-4 show-hide__item " data-module-id="accordion-4" data-module-name="Services Processes Library" data-module-position="4" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1709566272308_p28-44" class="accordion__trigger" id="show-hide1709566272308_p28-44" aria-label="Services Processes Library"> <span class="accordion__title relative"> Services Processes Library <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1709566272308_p28-44" id="rel1709566272308_p28-44"> <div class="accordion__description"> <p>Design customer service processes quickly and efficiently using a library of templates such as address update, fee reversal, and manage beneficiaries. Automate common service requests and make them reusable across multiple channels, like your call center and a self-service portal.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1709566272308_p28-44__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-04.jpg?w=1024" class="image__asset" alt="A Services Processes Library enables you to quickly choose and create new service processes with an array of templates." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-04.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-04.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-04.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-04.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--left " data-media-label="rel1709564437711_x49-11__media--desktop" style="grid-row: 1 / span 8"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-01.jpg?w=1024" class="image__asset" alt="Service Process Studio shows the ability to create a new service process from a template: address updates, pin resets, and fee reversals." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-01.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-01.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-01.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-01.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--left show-hide__media--hidden" data-media-label="rel1709564437716_eew-22__media--desktop" style="grid-row: 1 / span 8"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-02.jpg?w=1024" class="image__asset" alt="A transaction dispute dashboard shows pre-built steps that make it easy to resolve customer issues." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-02.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-02.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-02.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-02.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--left show-hide__media--hidden" data-media-label="rel1709564437720_jfe-33__media--desktop" style="grid-row: 1 / span 8"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-03.jpg?w=1024" class="image__asset" alt="A complaint management dashboard shows pre-built steps that make it easy to manage and resolve complaints." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-03.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-03.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-03.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-03.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--left show-hide__media--hidden" data-media-label="rel1709566272308_p28-44__media--desktop" style="grid-row: 1 / span 8"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-04.jpg?w=1024" class="image__asset" alt="A Services Processes Library enables you to quickly choose and create new service processes with an array of templates." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-04.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-04.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-04.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/product-features-Service-Inno-automate-04.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </div> </div> </section> </div><div data-blade-id="1709567120177_nnu" data-blade-position="10" data-blade-name="sf/productfeature" data-blade-variant="productfeature" data-blade-source="www" data-blade-type="blade"> <section id="1709567120177_nnu" class="relative productfeature--blade blade_layout--right" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <div class="relative grid grid_main productfeature__content "> <div class="productfeature__content-group"> <header class="productfeature__blade-heading"> <h2 class="headline" style=" "> Personalize every customer interaction with AI-driven insights. </h2> </header> <div class="productfeature__tabs"> <div class="accordion__item accordion__item-1 show-hide__item selected " data-module-id="accordion-1" data-module-name="Einstein Copilot" data-module-position="1" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 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viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1709567120116_1cy7-11" id="rel1709567120116_1cy7-11"> <div class="accordion__description"> <p>Enhance service operations and boost productivity by integrating assistive and generative AI. 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Anticipate customer needs with predictive analytics to drive lead generation, while leveraging data science and machine learning for lead discovery, prioritization, and conversion.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1709567120123_15rz-22__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/06/Product-Capability-E-Feature-12-01.png?w=1024" class="image__asset" alt="An Einstein Next Best Action alert shows that a customer has a achieved a savings goal, and makes a marketing recommendation." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/06/Product-Capability-E-Feature-12-01.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/06/Product-Capability-E-Feature-12-01.png?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/06/Product-Capability-E-Feature-12-01.png?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/06/Product-Capability-E-Feature-12-01.png?resize=1024,1024 1024w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/06/Product-Capability-E-Feature-12-01.png?resize=1536,1536 1536w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/06/Product-Capability-E-Feature-12-01.png?resize=2048,2048 2048w" height="1024" width="1024"/> </div> </div> </section> </div> <div class="accordion__item accordion__item-3 show-hide__item " data-module-id="accordion-3" data-module-name="Einstein Next Best Action" data-module-position="3" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1718833454967_ide-33" class="accordion__trigger" id="show-hide1718833454967_ide-33" aria-label="Einstein Next Best Action"> <span class="accordion__title relative"> Einstein Next Best Action <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1718833454967_ide-33" id="rel1718833454967_ide-33"> <div class="accordion__description"> <p>Utilize AI to present timely, recommended next actions to drive meaningful conversations and foster impactful customer interactions. Craft and showcase tailored offers and actions that resonate with your customers and align with your business</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1718833454967_ide-33__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/06/product-features-Service-Inno-personalize-02-2.jpg?w=1024" class="image__asset" alt="An Einstein Next Best Action alert shows that a customer has a achieved a savings goal, and makes a marketing recommendation." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/06/product-features-Service-Inno-personalize-02-2.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/06/product-features-Service-Inno-personalize-02-2.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/06/product-features-Service-Inno-personalize-02-2.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/06/product-features-Service-Inno-personalize-02-2.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--right " data-media-label="rel1709567120116_1cy7-11__media--desktop" style="grid-row: 1 / span 6"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/Product-Capability-E-Feature-3-NEW-2.png?w=1024" class="image__asset" alt="CSR dashboard leveraging Einstein Copilot's generative AI features to help resolve customer concerns" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/Product-Capability-E-Feature-3-NEW-2.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/Product-Capability-E-Feature-3-NEW-2.png?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/Product-Capability-E-Feature-3-NEW-2.png?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/Product-Capability-E-Feature-3-NEW-2.png?resize=1024,1024 1024w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/Product-Capability-E-Feature-3-NEW-2.png?resize=1536,1536 1536w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/Product-Capability-E-Feature-3-NEW-2.png?resize=2048,2048 2048w" height="1024" width="1024"/> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--right show-hide__media--hidden" data-media-label="rel1709567120123_15rz-22__media--desktop" style="grid-row: 1 / span 6"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/06/Product-Capability-E-Feature-12-01.png?w=1024" class="image__asset" alt="An Einstein Next Best Action alert shows that a customer has a achieved a savings goal, and makes a marketing recommendation." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/06/Product-Capability-E-Feature-12-01.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/06/Product-Capability-E-Feature-12-01.png?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/06/Product-Capability-E-Feature-12-01.png?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/06/Product-Capability-E-Feature-12-01.png?resize=1024,1024 1024w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/06/Product-Capability-E-Feature-12-01.png?resize=1536,1536 1536w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/06/Product-Capability-E-Feature-12-01.png?resize=2048,2048 2048w" height="1024" width="1024"/> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--right show-hide__media--hidden" data-media-label="rel1718833454967_ide-33__media--desktop" style="grid-row: 1 / span 6"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/06/product-features-Service-Inno-personalize-02-2.jpg?w=1024" class="image__asset" alt="An Einstein Next Best Action alert shows that a customer has a achieved a savings goal, and makes a marketing recommendation." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/06/product-features-Service-Inno-personalize-02-2.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/06/product-features-Service-Inno-personalize-02-2.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/06/product-features-Service-Inno-personalize-02-2.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/06/product-features-Service-Inno-personalize-02-2.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </div> </div> </section> </div><div data-blade-id="1709568901892_2bu" data-blade-position="11" data-blade-name="sf/nupfixed" data-blade-variant="nupfixed" data-blade-source="www" data-blade-type="blade"> <section id="1709568901892_2bu" class="relative nupfixed--blade layout--7 nupfixed--card_productaddon" > <div class="container container--min-spacing-bottom container--min-spacing-top carousel__container background__present"> <div class="grid grid_main nupfixed nupfixed__7 nupfixed__gridThree"> <header class="nupfixed__blade-heading text--center"> <h2 class="headline" style=" "> Complete your service solution with products from across the Customer 360. </h2> </header> <div class="cards cards--carousel"> <div class="scrollable carousel__scrollable"> <div class="carousel__wrapper scrollable__content-wrapper" data-component="carousel" data-component-id="carousel-complete_you" aria-label="Carousel" > <button role="button" class="left-nav hidden" tabindex="-1" aria-label="Previous Slide"></button> <button role="button" class="right-nav hidden" tabindex="-1" aria-label="Next Slide"></button> <div class="carousel scrollable__content carousel--fade-left carousel--fade-right pb-16"> <div class="card card__1 card__wrapper carousel-card" data-module-id="1709568901772_9l" aria-label="slide 1 of 7" role="group" data-module-position="1" data-module-type="card_productaddon" data-module-name="Financial Services Cloud" > <div class="card--card_productaddon pbc-g-elevation-2 border-rad-16"> <div class="card--mask border-rad-16"> <div class="card__content__wrapper" style="border-top: #D17DFE solid 8px" > <div class="card__text__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline" style=" "> <a href="https://www.salesforce.com/financial-services/cloud/" data-link-text="Financial Services Cloud" data-link-url="https://www.salesforce.com/financial-services/cloud/" data-link-type="header" target=""> Financial Services Cloud </a> </h3> <div class="card__description"> <p>Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.</p> </div> </div> <div class="cta_container flex ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Learn more" data-link-url="https://www.salesforce.com/financial-services/cloud/" data-link-type="primary cta" > <a class="cta_button" data-size="small" data-variant="cardText" data-stacking="default" aria-label="Learn more: Financial Services Cloud" href="https://www.salesforce.com/financial-services/cloud/" > Learn more </a> </pbc-button> </div> </div> </div> </div> </div> </div> <div class="card card__2 card__wrapper carousel-card" data-module-id="1709568901826_k7f" aria-label="slide 2 of 7" role="group" data-module-position="2" data-module-type="card_productaddon" data-module-name="Service Cloud" > <div class="card--card_productaddon pbc-g-elevation-2 border-rad-16"> <div class="card--mask border-rad-16"> <div class="card__content__wrapper" style="border-top: #D17DFE solid 8px" > <div class="card__text__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline" style=" "> <a href="https://www.salesforce.com/financial-services/customer-experience/" data-link-text="Service Cloud" data-link-url="https://www.salesforce.com/financial-services/customer-experience/" data-link-type="header" target="_self"> Service Cloud </a> </h3> <div class="card__description"> <p>Automate financial transactions and processes, and streamline workflows that drive customer satisfaction.</p> </div> </div> <div class="cta_container flex ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Learn more" data-link-url="https://www.salesforce.com/financial-services/customer-experience/" data-link-type="primary cta" > <a class="cta_button" data-size="small" data-variant="cardText" data-stacking="default" aria-label="Learn more: Service Cloud" href="https://www.salesforce.com/financial-services/customer-experience/" target="_self" rel="noopener" > Learn more </a> </pbc-button> </div> </div> </div> </div> </div> </div> <div class="card card__3 card__wrapper carousel-card" data-module-id="1709568901789_ari" aria-label="slide 3 of 7" role="group" data-module-position="3" data-module-type="card_productaddon" data-module-name="Experience Cloud" > <div class="card--card_productaddon pbc-g-elevation-2 border-rad-16"> <div class="card--mask border-rad-16"> <div class="card__content__wrapper" style="border-top: #D17DFE solid 8px" > <div class="card__text__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline" style=" "> <a href="https://www.salesforce.com/products/experience-cloud/overview/" data-link-text="Experience Cloud" data-link-url="https://www.salesforce.com/products/experience-cloud/overview/" data-link-type="header" target=""> Experience Cloud </a> </h3> <div class="card__description"> <p>Quickly launch data-powered sites, portals, and apps, connected across the customer journey.</p> </div> </div> <div class="cta_container flex ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Learn more" data-link-url="https://www.salesforce.com/products/experience-cloud/overview/" data-link-type="primary cta" > <a class="cta_button" data-size="small" data-variant="cardText" data-stacking="default" aria-label="Learn more: Experience Cloud" href="https://www.salesforce.com/products/experience-cloud/overview/" > Learn more </a> </pbc-button> </div> </div> </div> </div> </div> </div> <div class="card card__4 card__wrapper carousel-card" data-module-id="1709568901813_fac" aria-label="slide 4 of 7" role="group" data-module-position="4" data-module-type="card_productaddon" data-module-name="MuleSoft Anypoint Platform" > <div class="card--card_productaddon pbc-g-elevation-2 border-rad-16"> <div class="card--mask border-rad-16"> <div class="card__content__wrapper" style="border-top: #D17DFE solid 8px" > <div class="card__text__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline" style=" "> <a href="https://www.salesforce.com/mulesoft/anypoint-platform/" data-link-text="MuleSoft Anypoint Platform" data-link-url="https://www.salesforce.com/mulesoft/anypoint-platform/" data-link-type="header" target=""> MuleSoft Anypoint Platform </a> </h3> <div class="card__description"> <p>Integrate data from any services system to deliver critical, time-sensitive data – all with a single platform for APIs and integrations.</p> </div> </div> <div class="cta_container flex ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Learn more" data-link-url="https://www.salesforce.com/mulesoft/anypoint-platform/" data-link-type="primary cta" > <a class="cta_button" data-size="small" data-variant="cardText" data-stacking="default" aria-label="Learn more: MuleSoft Anypoint Platform" href="https://www.salesforce.com/mulesoft/anypoint-platform/" > Learn more </a> </pbc-button> </div> </div> </div> </div> </div> </div> <div class="card card__5 card__wrapper carousel-card" data-module-id="1709326189112_spr" aria-label="slide 5 of 7" role="group" data-module-position="5" data-module-type="card_productaddon" data-module-name="Omnistudio" > <div class="card--card_productaddon pbc-g-elevation-2 border-rad-16"> <div class="card--mask border-rad-16"> <div class="card__content__wrapper" style="border-top: #D17DFE solid 8px" > <div class="card__text__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline" style=" "> <a href="https://www.salesforce.com/products/omnistudio/overview/" data-link-text="Omnistudio" data-link-url="https://www.salesforce.com/products/omnistudio/overview/" data-link-type="header" target=""> Omnistudio </a> </h3> <div class="card__description"> <p>Deliver digital-first and industry-specific experiences across multiple devices and channels.</p> </div> </div> <div class="cta_container flex ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Learn more" data-link-url="https://www.salesforce.com/products/omnistudio/overview/" data-link-type="primary cta" > <a class="cta_button" data-size="small" data-variant="cardText" data-stacking="default" aria-label="Learn more: Omnistudio" href="https://www.salesforce.com/products/omnistudio/overview/" > Learn more </a> </pbc-button> </div> </div> </div> </div> </div> </div> <div class="card card__6 card__wrapper carousel-card" data-module-id="1709326473469_18bk" aria-label="slide 6 of 7" role="group" data-module-position="6" data-module-type="card_productaddon" data-module-name="Marketing Cloud" > <div class="card--card_productaddon pbc-g-elevation-2 border-rad-16"> <div class="card--mask border-rad-16"> <div class="card__content__wrapper" style="border-top: #D17DFE solid 8px" > <div class="card__text__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline" style=" "> <a href="https://www.salesforce.com/marketing/" data-link-text="Marketing Cloud" data-link-url="https://www.salesforce.com/marketing/" data-link-type="header" target=""> Marketing Cloud </a> </h3> <div class="card__description"> <p>Personalize customer experiences and optimize each campaign with data-first solutions for any channel and device.</p> </div> </div> <div class="cta_container flex ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Learn more" data-link-url="https://www.salesforce.com/marketing/" data-link-type="primary cta" > <a class="cta_button" data-size="small" data-variant="cardText" data-stacking="default" aria-label="Learn more: Marketing Cloud" href="https://www.salesforce.com/marketing/" > Learn more </a> </pbc-button> </div> </div> </div> </div> </div> </div> <div class="card card__7 card__wrapper carousel-card" data-module-id="1709569250292_3ex" aria-label="slide 7 of 7" role="group" data-module-position="7" data-module-type="card_productaddon" data-module-name="Slack" > <div class="card--card_productaddon pbc-g-elevation-2 border-rad-16"> <div class="card--mask border-rad-16"> <div class="card__content__wrapper" style="border-top: #D17DFE solid 8px" > <div class="card__text__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline" style=" "> <a href="https://www.salesforce.com/slack/" data-link-text="Slack" data-link-url="https://www.salesforce.com/slack/" data-link-type="header" target=""> Slack </a> </h3> <div class="card__description"> <p>Bring together the right people, information, and tools to drive business.</p> </div> </div> <div class="cta_container flex ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Learn more" data-link-url="https://www.salesforce.com/slack/" data-link-type="primary cta" > <a class="cta_button" data-size="small" data-variant="cardText" data-stacking="default" aria-label="Learn more: Slack" href="https://www.salesforce.com/slack/" > Learn more </a> </pbc-button> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="background__gradient" style="background-image: linear-gradient(180deg, #FFFFFF 0%, rgb(255, 255, 255) 100%);"></div> <div class="blade__background blade__background--partial-overlap" aria-hidden="true"> <div class="background__graphics background__graphics--overlap background__graphics--with-background-image"> <div class="blade__background-image"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/solution-products-background-min.png?w=1024" class="background__image" alt="" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/solution-products-background-min.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/solution-products-background-min.png?resize=300,94 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/solution-products-background-min.png?resize=768,240 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/solution-products-background-min.png?resize=1024,320 1024w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/solution-products-background-min.png?resize=1536,480 1536w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/solution-products-background-min.png?resize=2048,640 2048w" width="100%"/> </div> </div> <div class="background__padding--partial-overlap"></div> </div> </section> </div><div data-blade-id="1681843062744_vjw" data-blade-position="12" data-blade-name="sf/promotion" data-blade-variant="promotion" data-blade-source="www" data-blade-type="blade"> <section id="1681843062744_vjw" class="relative promotion--blade promotion--right-image" > <div class="container pb-shadow pb-large-corner container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main promotion_layout--full_height" data-module-id="1681843062744_vjw" data-module-name="Build the perfect customer service solution with our help." data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <div class="image__wrapper mobile-pt-0 promotion_layout--full_height-image_wrapper relative " > <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/FINS-How-to-Buy.png?w=1024" class="image__asset" alt="An industry dashboard showing a customer profile and Einstein chat bot window." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/FINS-How-to-Buy.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/FINS-How-to-Buy.png?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/FINS-How-to-Buy.png?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/FINS-How-to-Buy.png?resize=1024,1024 1024w" height="1024" width="1024"/> </div> <div class="content__wrapper pt-64 mobile-pb-8 mobile-pt-40 mobile-ml-32 mobile-mr-32 pb-64 promotion_layout---image-content_wrapper"> <header class="promotion__blade-heading"> <h2 class="pbc-g-text-display-4 mt-0 mb-24 mobile-mb-16" style=" "> Build the perfect customer service solution with our help. </h2> <div class="blade__description pbc-g-text-body-1-2 mb-48 mobile-mb-32"> <p>Get in touch today and our experts will guide you through the process step by step:</p> <ul> <li>Choose the right Financial Services Cloud edition as your foundation.</li> <li>Add products/services needed, if not already included.</li> <li>Customize the final result with apps, services, and support.</li> </ul> </div> </header> <div class="cta_container flex flex--full_height ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Contact us" data-link-url="https://www.salesforce.com/form/contact/contactme-financial-services/?d=pb" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="secondary" data-stacking="default" aria-label="Contact us: Build the perfect customer service solution with our help." href="https://www.salesforce.com/form/contact/contactme-financial-services/?d=pb" target="_blank" rel="noopener" > Contact us </a> </pbc-button> </div> </div> </article> </div> </section> </div><div data-blade-id="1680270347531_183w" data-blade-position="13" data-blade-name="sf/nup" data-blade-variant="nup" data-blade-source="www" data-blade-type="blade"> <section id="1680270347531_183w" class="relative nup--blade layout--1 nup--card_quote" > <div class="container container--min-spacing-bottom container--min-spacing-top background__present"> <div class="grid grid_main nup nup__1 no-header"> <div class="cards cards--minimal"> <article class="card card__1 card__wrapper " data-module-track-impressions="" data-module-id="1680270354893_96o" data-module-name="Olivia Boles" data-module-position="1" data-module-type="card_quote" > <div class="card--card_quote pbc-g-elevation-2 flex border-rad-16 "> <div class="card_quote_align--left"> <div class="card__image__wrapper"> <a href="https://www.salesforce.com/resources/customer-stories/penfed-ai-omni-channel-support/" tabindex="-1" aria-hidden="true" data-link-url="https://www.salesforce.com/resources/customer-stories/penfed-ai-omni-channel-support/" data-link-type="image" target="_self"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/penfed-logo-min.png?w=772" class="card__image" alt="Olivia Boles, Director, Operations Projects, PenFed" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/penfed-logo-min.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/penfed-logo-min.png?resize=300,285 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/03/penfed-logo-min.png?resize=768,729 768w" height="733" width="772"/> </a> </div> <div class="card__content__wrapper"> <blockquote class="card__copy__wrapper"> <div class="card__quote-mark card__quote--us" aria-hidden="true"></div> <h3 class="card__headline" style=" "> <a href="https://www.salesforce.com/resources/customer-stories/penfed-ai-omni-channel-support/" data-link-text="Being able to see all the communication – chat transcripts, emails, phone calls – on the member's profile page has totally transformed agent and member experiences." data-link-url="https://www.salesforce.com/resources/customer-stories/penfed-ai-omni-channel-support/" data-link-type="header" target="_self"> Being able to see all the communication – chat transcripts, emails, phone calls – on the member's profile page has totally transformed agent and member experiences. </a> </h3> <div class="tagline_wrapper"> <div class="name"> Olivia Boles </div> <div class="role_company"> Director, Operations Projects, PenFed Credit Union </div> </div> </blockquote> <div class="cta_container flex"> <pbc-button class="cta_button__wrapper" data-link-text="Read the story" data-link-url="https://www.salesforce.com/resources/customer-stories/penfed-ai-omni-channel-support/" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="secondaryWithMobileText" data-stacking="wideM" aria-label="Read the story: Olivia Boles" href="https://www.salesforce.com/resources/customer-stories/penfed-ai-omni-channel-support/" target="_self" rel="noopener" > Read the story </a> </pbc-button> </div> </div> </div> </div> </article> </div> </div> </div> <div class="blade__background blade__background--partial-overlap" 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1024w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/02/trailhead-mfe-background.png?resize=1536,468 1536w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/02/trailhead-mfe-background.png?resize=2048,625 2048w" width="100%"/> </div> </div> <div class="background__padding--partial-overlap"></div> </div> </section> </div><div data-blade-id="1670279296854_1353" data-blade-position="17" data-blade-name="sf/nup" data-blade-variant="nup" data-blade-source="www" data-blade-type="blade"> <section id="1670279296854_1353" class="relative nup--blade nup--link_below layout--4 nup--card_resource" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <div class="grid grid_main nup nup__4 nup__gridFour"> <header class="nup__blade-heading text--center"> <h2 class="headline" style=" "> Hit the ground running with financial services operations tips, tricks, and best practices. </h2> </header> <div class="cards"> <article class="card card__1 card__wrapper " data-module-track-impressions="" data-module-id="1671493589475_u0a" data-module-name="Automating Middle and Back Office Operations for Financial Services" data-module-position="1" data-module-type="card_resource" > <div class="card--card_resource card--generic_card pbc-g-elevation-2 flex border-rad-16 "> <div class="card__image__wrapper"> <a href="https://www.salesforce.com/blog/automation-in-financial-services/ " tabindex="-1" aria-label="Automating Middle and Back Office Operations for Financial Services" data-link-url="https://www.salesforce.com/blog/automation-in-financial-services/ " data-link-type="image" target="_self"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/10/fins-automation-in-financial-services-rc-blog.png?w=1024" class="card__image" alt="Illustration of a person working at a laptop and automating back office tasks" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/10/fins-automation-in-financial-services-rc-blog.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/10/fins-automation-in-financial-services-rc-blog.png?resize=300,169 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/10/fins-automation-in-financial-services-rc-blog.png?resize=768,432 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/10/fins-automation-in-financial-services-rc-blog.png?resize=1024,576 1024w" height="auto" width="auto"/> </a> </div> <div class="card__content__wrapper"> <div class="card__copy__wrapper"> <span class="badge blue95 pl-12 pr-12">Blog</span> <h3 class="card__headline mb-16" style=" "> <a href="https://www.salesforce.com/blog/automation-in-financial-services/ " data-link-text="Automating Middle and Back Office Operations for Financial Services" data-link-url="https://www.salesforce.com/blog/automation-in-financial-services/ " data-link-type="header" target="_self"> Automating Middle and Back Office Operations for Financial Services </a> </h3> </div> <div class="cta_container flex flex--center"> <pbc-button class="cta_button__wrapper" data-link-text="Read the blog" data-link-url="https://www.salesforce.com/blog/automation-in-financial-services/ " data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="cardText" data-stacking="wideM" aria-label="Read the Automation in Financial Services blog" href="https://www.salesforce.com/blog/automation-in-financial-services/ " target="_self" rel="noopener" > Read the blog </a> </pbc-button> </div> </div> </div> </article> <article class="card card__2 card__wrapper " data-module-track-impressions="" data-module-id="1713990627864_prz" data-module-name="The Financial Services Playbook for Effective Data Maturity" data-module-position="2" data-module-type="card_resource" > <div class="card--card_resource card--generic_card pbc-g-elevation-2 flex border-rad-16 "> <div class="card__image__wrapper"> <a href="https://www.salesforce.com/resources/financial-services/financial-services-ai-data-maturity-playbook/" tabindex="-1" aria-label="The Financial Services Playbook for Effective Data Maturity" data-link-url="https://www.salesforce.com/resources/financial-services/financial-services-ai-data-maturity-playbook/" data-link-type="image" target=""> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/Data-maturity-rc.png?w=1024" class="card__image" alt="Data Maturity Playbook" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/Data-maturity-rc.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/Data-maturity-rc.png?resize=300,169 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/Data-maturity-rc.png?resize=768,432 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/Data-maturity-rc.png?resize=1024,576 1024w" height="auto" width="auto"/> </a> </div> <div class="card__content__wrapper"> <div class="card__copy__wrapper"> <span class="badge blue95 pl-12 pr-12">Guide</span> <h3 class="card__headline mb-16" style=" "> <a href="https://www.salesforce.com/resources/financial-services/financial-services-ai-data-maturity-playbook/" data-link-text="The Financial Services Playbook for Effective Data Maturity" data-link-url="https://www.salesforce.com/resources/financial-services/financial-services-ai-data-maturity-playbook/" data-link-type="header" target=""> The Financial Services Playbook for Effective Data Maturity </a> </h3> </div> <div class="cta_container flex flex--center"> <pbc-button class="cta_button__wrapper" data-link-text="Read the guide" data-link-url="https://www.salesforce.com/resources/financial-services/financial-services-ai-data-maturity-playbook/" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="cardText" data-stacking="wideM" aria-label="Read the guide: The Financial Services Playbook for Effective Data Maturity" href="https://www.salesforce.com/resources/financial-services/financial-services-ai-data-maturity-playbook/" > Read the guide </a> </pbc-button> </div> </div> </div> </article> <article class="card card__3 card__wrapper " data-module-track-impressions="" data-module-id="1668667491762_lzs" data-module-name="Financial Services Agents Help Humans Drive Success Together" data-module-position="3" data-module-type="card_resource" > <div class="card--card_resource card--generic_card pbc-g-elevation-2 flex border-rad-16 "> <div class="card__image__wrapper"> <a href="https://www.salesforce.com/form/demo/fins-agentforce-consensus-demo/?d=pb" tabindex="-1" aria-label="Financial Services Agents Help Humans Drive Success Together" data-link-url="https://www.salesforce.com/form/demo/fins-agentforce-consensus-demo/?d=pb" data-link-type="image" target="_blank"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/11/Agentforce-FINS-Demo_Resource-Card.png?w=1024" class="card__image" alt="Financial Services Agents Help Humans Drive Success Together" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/11/Agentforce-FINS-Demo_Resource-Card.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/11/Agentforce-FINS-Demo_Resource-Card.png?resize=300,169 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/11/Agentforce-FINS-Demo_Resource-Card.png?resize=768,432 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/11/Agentforce-FINS-Demo_Resource-Card.png?resize=1024,576 1024w" height="auto" width="auto"/> </a> </div> <div class="card__content__wrapper"> <div class="card__copy__wrapper"> <span class="badge blue95 pl-12 pr-12">Demo Video</span> <h3 class="card__headline mb-16" style=" "> <a href="https://www.salesforce.com/form/demo/fins-agentforce-consensus-demo/?d=pb" data-link-text="Financial Services Agents Help Humans Drive Success Together" data-link-url="https://www.salesforce.com/form/demo/fins-agentforce-consensus-demo/?d=pb" data-link-type="header" target="_blank"> Financial Services Agents Help Humans Drive Success Together </a> </h3> </div> <div class="cta_container flex flex--center"> <pbc-button class="cta_button__wrapper" data-link-text="Watch demo" data-link-url="https://www.salesforce.com/form/demo/fins-agentforce-consensus-demo/?d=pb" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="cardText" data-stacking="wideM" aria-label="Watch demo: Financial Services Agents Help Humans Drive Success Together" href="https://www.salesforce.com/form/demo/fins-agentforce-consensus-demo/?d=pb" target="_blank" rel="noopener" > Watch demo </a> </pbc-button> </div> </div> </div> </article> <article class="card card__4 card__wrapper " data-module-track-impressions="" data-module-id="1670279296923_19hw" data-module-name="The Impact of AI and Automation on Service Excellence in Financial Services." data-module-position="4" data-module-type="card_resource" > <div class="card--card_resource card--generic_card pbc-g-elevation-2 flex border-rad-16 "> <div class="card__image__wrapper"> <a href="https://www.salesforce.com/resources/guides/fsi-customer-service-trends-2024/" tabindex="-1" aria-label="The Impact of AI and Automation on Service Excellence in Financial Services." data-link-url="https://www.salesforce.com/resources/guides/fsi-customer-service-trends-2024/" data-link-type="image" target=""> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/FY25-Q3-Fins-SOS-Promos-FormConf.png?w=720" class="card__image" alt="The Impact of AI and Automation on Service Excellence in Financial Services." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/FY25-Q3-Fins-SOS-Promos-FormConf.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/FY25-Q3-Fins-SOS-Promos-FormConf.png?resize=300,169 300w" height="auto" width="auto"/> </a> </div> <div class="card__content__wrapper"> <div class="card__copy__wrapper"> <span class="badge blue95 pl-12 pr-12">Report</span> <h3 class="card__headline mb-16" style=" "> <a href="https://www.salesforce.com/resources/guides/fsi-customer-service-trends-2024/" data-link-text="The Impact of AI and Automation on Service Excellence in Financial Services." data-link-url="https://www.salesforce.com/resources/guides/fsi-customer-service-trends-2024/" data-link-type="header" target=""> The Impact of AI and Automation on Service Excellence in Financial Services. </a> </h3> </div> <div class="cta_container flex flex--center"> <pbc-button class="cta_button__wrapper" data-link-text="Download the report" data-link-url="https://www.salesforce.com/resources/guides/fsi-customer-service-trends-2024/" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="cardText" data-stacking="wideM" aria-label="Download the report: The Impact of AI and Automation on Service Excellence in Financial Services." href="https://www.salesforce.com/resources/guides/fsi-customer-service-trends-2024/" > Download the report </a> </pbc-button> </div> </div> </div> </article> </div> <div class="nup_cta" data-module-name="Hit the ground running with financial services operations tips, tricks, and best practices." data-module-position="5" data-module-id="0" data-module-type="cta"> <div class="cta_container flex flex--center ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="See all resources" data-link-url="https://www.salesforce.com/resources/financial-services/" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="secondary" data-stacking="default" aria-label="See all resources: Hit the ground running with financial services operations tips, tricks, and best practices." href="https://www.salesforce.com/resources/financial-services/" > See all resources </a> </pbc-button> </div> </div> </div> </div> </section> </div><div data-blade-id="1679672709340_17ip_2932817" data-blade-position="18" data-blade-name="sf/contactus" data-blade-variant="contactus" data-blade-source="www" data-blade-type="blade"> <section id="1679672709340_17ip_2932817" class="relative contactus--blade contactus--link_below layout--3 contactus--card_contactus" > <div class="container container--min-spacing-bottom container--min-spacing-top background__present"> <div class="grid grid_main contactus contactus__3 contactus__gridThree"> <header class="contactus__blade-heading text--center"> <h2 class="headline" style=" "> Ready to take the next step with the world’s #1 AI CRM for Financial Services? </h2> </header> <div class="cards"> <article class="card card__1 card__wrapper" data-module-id="1679672709316_j1m" data-module-type="card_contactus" data-module-name="Start your trial." data-module-position="1" data-module-track-impressions="" > <div class="card--card_contactus pbc-g-elevation-2 flex border-rad-16"> <div class="card__image__wrapper"> <div class="card__icon__wrapper"> <img class="card__brand__image" src="https://wp.salesforce.com/en-us/wp-content/uploads/sites/4/2024/08/screen.svg" loading="lazy" aria-hidden="true" aria-label="" /> </div> </div> <div class="card__content__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline mt-8 mb-8 mobile-mt-8 mobile-mb-8 pbc-g-text-display-6" style=" "> Start your trial. </h3> <div class="card__description pbc-g-text-body-2 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No installations.</p> </div> </div> <div class="cta_container flex"> <pbc-button class="cta_button__wrapper" data-link-text="Try for free" data-link-url="https://www.salesforce.com/form/signup/financial-services-cloud-trial/?d=pb" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="cardText" data-stacking="default" aria-label="Try for free: Start your trial." href="https://www.salesforce.com/form/signup/financial-services-cloud-trial/?d=pb" target="_blank" rel="noopener" > Try for free </a> </pbc-button> </div> </div> </div> </article> <article class="card card__2 card__wrapper" data-module-id="1679672709319_hhx" data-module-type="card_contactus" data-module-name="Talk to an expert." data-module-position="2" data-module-track-impressions="" > <div class="card--card_contactus pbc-g-elevation-2 flex border-rad-16"> <div class="card__image__wrapper"> <div class="card__icon__wrapper"> <img class="card__brand__image" src="https://wp.salesforce.com/en-us/wp-content/uploads/sites/4/2024/08/call.svg" loading="lazy" aria-hidden="true" aria-label="" /> </div> </div> <div class="card__content__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline mt-8 mb-8 mobile-mt-8 mobile-mb-8 pbc-g-text-display-6" style=" "> Talk to an expert. </h3> <div class="card__description pbc-g-text-body-2 mobile-mb-20 mb-32 mt-8"> <p>Tell us a bit more so the right person can reach out faster.</p> </div> </div> <div class="cta_container flex"> <pbc-button class="cta_button__wrapper" data-link-text="Request a call" data-link-url="https://www.salesforce.com/form/contact/contactme-financial-services/?d=pb" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="cardText" data-stacking="default" aria-label="Request a call: Talk to an expert." href="https://www.salesforce.com/form/contact/contactme-financial-services/?d=pb" target="_blank" rel="noopener" > Request a call </a> </pbc-button> 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data-blade-id="1709648062578_5nv" data-blade-position="19" data-blade-name="sf/faq" data-blade-variant="faq" data-blade-source="www" data-blade-type="blade"> <section id="1709648062578_5nv" class="relative faq--blade" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main" data-module-track-impressions="false" data-module-id="1709648062578_5nv" data-module-name="Scale Service FAQ" data-module-position="1" data-module-type="headline"> <header class="faq__blade-heading "> <h2 class="headline" style=" "> Scale Service FAQ </h2> </header> <div class="faq--tabs"> <div class="one-tab" > <div id="tab-1-1709648062578_5nv" > <div class="pbc_accordion"> <div class="accordion__item accordion__item-1 selected " data-module-id="1709648062758_g4p" data-module-name="What is customer service in financial services?" data-module-position="1" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="true" aria-controls="rel1709648062578_5nv-11" class="accordion__trigger" id="accordion1709648062578_5nv-11" aria-label="What is customer service in financial services?"> <span class="accordion__title relative"> What is customer service in financial services? <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="accordion1709648062578_5nv-11" id="rel1709648062578_5nv-11"> <div class="accordion__description"> <p>Customer service in financial services is the support you provide your customers while they use your products or services. Financial services customer service software can offer a complete and connected platform with functionality built for financial institutions.</p> </div> </section> </div> <div class="accordion__item accordion__item-2 " data-module-id="1709648147617_l94" data-module-name="What is financial services operations?" data-module-position="2" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1709648062578_5nv-12" class="accordion__trigger" id="accordion1709648062578_5nv-12" aria-label="What is financial services operations?"> <span class="accordion__title relative"> What is financial services operations? <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="accordion1709648062578_5nv-12" id="rel1709648062578_5nv-12"> <div class="accordion__description"> <p>Financial services operations refers to the middle- and back-office processes and teams that support your customer service across your organization. Financial services operations software can improve efficiency with digital workflows to accelerate business performance.</p> </div> </section> </div> <div class="accordion__item accordion__item-3 " data-module-id="1709648164525_dhz" data-module-name="Why are financial services operations and customer service important?" data-module-position="3" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1709648062578_5nv-13" class="accordion__trigger" id="accordion1709648062578_5nv-13" aria-label="Why are financial services operations and customer service important?"> <span class="accordion__title relative"> Why are financial services operations and customer service important? <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="accordion1709648062578_5nv-13" id="rel1709648062578_5nv-13"> <div class="accordion__description"> <p>Financial services operations and customer service teams enable financial institutions to deliver personalized service across the entire customer journey, while empowering service teams to deliver the right level of service for every customer interaction.</p> </div> </section> </div> <div class="accordion__item accordion__item-4 " data-module-id="1709648181101_afz" data-module-name="How do you choose the right software for financial services operations and customer service?" data-module-position="4" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1709648062578_5nv-14" class="accordion__trigger" id="accordion1709648062578_5nv-14" aria-label="How do you choose the right software for financial services operations and customer service?"> <span class="accordion__title relative"> How do you choose the right software for financial services operations and customer service? <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="accordion1709648062578_5nv-14" id="rel1709648062578_5nv-14"> <div class="accordion__description"> <p>Evaluate your company’s needs and goals, thinking about the different service experiences your firm delivers today. Think about what you want to change in your operations to deliver delightful service across all channels. Then, choose the software that will fulfill those demands.</p> </div> </section> </div> <div class="accordion__item accordion__item-5 " data-module-id="1709648195668_15co" data-module-name="How do you improve customer service in financial services?" data-module-position="5" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1709648062578_5nv-15" class="accordion__trigger" id="accordion1709648062578_5nv-15" aria-label="How do you improve customer service in financial services?"> <span class="accordion__title relative"> How do you improve customer service in financial services? <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="accordion1709648062578_5nv-15" id="rel1709648062578_5nv-15"> <div class="accordion__description"> <p>Financial services institutions can improve customer service through automation and self-service. 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