Retail Banking on Salesforce

The challenges we solve

/01

Every team sees a different customer

Cards in one system, savings in another, complaints in a third. We unify the client into one 360° record every team works from.

give every banker the full picture of a client in one screen?

stop asking customers to repeat themselves at every channel?

/02

Onboarding that loses customers

Days of back-and-forth where digital banks take minutes. We automate KYC-integrated onboarding into one guided flow — minutes for straightforward cases, days rather than weeks for the ones that need review.

onboard a new client in one sitting — compliantly?

cut abandonment without adding risk?

/03

Personalisation that never ships

The data exists; the activation doesn't. We wire Data Cloud insight into journeys your teams can actually run.

make every interaction feel personal without an army of analysts?

turn service contacts into the next best conversation?

The anatomy

One customer record, end to end.

Every problem above shares a root: each team works from its own copy of the customer. This is what it looks like when there's only one — from first hello to everyday service.

01
Onboarding. One guided flow opens the relationship — identity checks run while the customer is still in the conversation, whether that's branch, contact centre or app.
02
The household. Relationships are modelled, not noted: joint accounts, dependants, powers of attorney — the bank sees people the way they actually live.
03
The single record. Products, balances and history sit on the customer as financial accounts, with rollups the platform keeps current — no swivel-chair between systems.
04
Service. The common requests — address change, fee reversal, card dispute — run as governed processes, evidence captured as the work happens.
05
Personalisation. Next-best-action suggestions arrive in the banker's flow of work, driven by data already on the record — offers a banker can explain, not a black box.
06
Every channel. The portal, the app, the branch and the contact centre all read the same record — which is why the customer gets the same answer everywhere.

Six steps, one record — and that record is the product: And when you are ready for agents: a service agent answering on top of this record inherits the same single source of truth — which is what makes its answers safe to give.

families bank together — model them together.— S.

How we think

One client. Every channel. Same answer.

We design retail banking around a single client truth on FSC — so branch, contact centre, app and AI assistants all act on the same record, the same consents, the same next-best-action.

Client 360Guided onboardingData Cloud activationOmnichannel service

Onboard in one sitting. Serve in one place

Every team sees a different customer

Onboarding that loses customers

Personalisation that never ships

One customer record, end to end.

One client. Every channel. Same answer.

A tailored Salesforce CRM that transformed how a leading fintech works.

One customer, whole household: what householding actually changes

Consumer Duty is a workflow problem

Before Agentforce: the data foundation most lenders skip

Let's talk.