Automation for greater efficiency

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The challenge: A customer files a claim for an erroneous charge. They go days without a response, with multiple emails and calls exchanged, affecting their satisfaction and generating friction with the internal team.

The Salesforce solution: By automating workflows with Salesforce Financial Services Cloud, you can manage everything from onboarding to claims without manual intervention. Tasks are automatically assigned, follow-up alerts are triggered, and customers receive faster and more consistent responses, improving the experience and reducing operational burden.

4. Open Finance and Full Connectivity
The challenge: A fintech wants to offer investment services bosnia and herzegovina cell phone number list integrated with its users' banks, but it faces fragmented systems, poor interoperability, and limited visibility into financial data.

The Salesforce solution: Thanks to its open architecture and API integration, Salesforce facilitates connection with third parties and external platforms, enabling a truly Open Finance environment . This allows for the construction of connected financial ecosystems where data flows securely and usefully, benefiting both companies and customers.

5. Trust as a digital currency
The challenge: Customers feel insecure about providing their personal and financial information in a new banking app. The lack of transparency in the handling of their information leads them to abandon the process. Another common scenario is during debt collection or renegotiation processes: when customers receive generic or untimely communications, such as impersonal collection notices or poorly timed reminders, trust quickly erodes. Even when approaching a customer to make a payment promise, many customers face cumbersome procedures with unclear interest rates, conditions, or consequences.