Salesforce is actually a suite of products that support the end-to-end lifecycle of a customer. The same tried-and-true automation capabilities used in the front office can be used in the mid/back office to effectively orchestrate work associated with customer onboarding and account opening.

The Agentforce 360 Platform has matured to become much more than a commercial banking CRM. Our capabilities lend themselves well to operational roles. Leading analysts recently rated Salesforce as a leader in financial services CRM software, specifically calling out our coverage of front, middle, and back office.

Applications like these are often built as point solutions (e.g. back-office only) resulting in disconnectedness, re-keying, errors, and lack of visibility or transparency to both customers and those that serve them. The Agentforce 360 Platform connects the bank's operations front to back.

Onboarding is not a new use case for Salesforce. Customers like Santander in the UK have used Salesforce to reduce their onboarding time up to 80%. PenFed Credit Union uses Salesforce to help onboard its clients and has dramatically reduced its technical debt and oversight of multiple systems.

A commercial banking CRM manages customer relationships, tracks interactions, and centralizes data for better client understanding and tailored financial services in commercial banking operations.

Select a commercial banking CRM based on scalability, integration abilities, user-friendliness, security features, and specific tools aligning with commercial banking needs. Prioritize seamless customer data management and service customization.

Client onboarding in commercial banking ensures compliance, risk mitigation, and personalized service. It sets the foundation for relationships, enabling tailored solutions and efficient financial management for clients.