The typical banking and credit union onboarding process uses multiple systems and can be disjointed and inefficient. Using a centralized CRM like Salesforce enables all client actions to be tracked and managed, resulting in an experience that builds trust and loyalty. Join us for Optimizing Client Onboarding for Banks & Credit Unions to hear from Salesforce Industry Executives and your peers to learn how to:

  • Transform client onboarding into a streamlined experience, setting the bar for banking & credit unions
  • Establish trusted, lifelong relationships beginning with your first client touchpoint
  • Reduce abandonment rates
  • Accelerate deal cycles and increase customer lifetime value
  • Lower time spent on manual, repetitive tasks