Salesforce Data Cloud Quick Start

May 2, 2024


Empowering Connected and Personalized Experiences with Salesforce Data Cloud

Salesforce Data Cloud has risen to the top, solidifying its position as the go-to technology for the financial services industry. With its seamless connectors and zero-copy integration, Data Cloud provides banks and credit unions with a secure and cost-effective solution to tap into critical customer or member data from core banking, mortgage, and loan systems, as well as third-party demographic sources.

In today’s landscape, where consumers contend with challenges like high interest rates and escalating living costs, gaining a holistic view of each customer or member’s financial landscape is indispensable.

Introducing the Fortimize Data Cloud Quick Start for Credit Score Recommendations

To help banks and credit unions decrease the number of non-performing loans (NPL) while increasing customer or member satisfaction for the products they recommend, we’ve built a Data Cloud Quick Start for Credit Score Recommendations. By analyzing average credit scores over the past 3, 6, and 12 months, and unifying that data within Salesforce Data Cloud, employees can view a customer or member’s history and anticipate future needs.

Paired with Einstein Next Best Action, this solution keeps sellers, marketers, and service representatives aligned while prioritizing appropriate offers. It takes into account key considerations and customizes the actions to be taken based on different credit score trends. For banks and credit unions seeking an entry point into Artificial Intelligence (AI), Generative AI Email Creation can serve as a quick add-on solution to personalize emails, delivering the appropriate product at the best time.

Enhancing Customer Support and Mitigating Financial Risk

As individuals and households carefully review their new purchases against existing financial obligations, it’s important to support them while financial institutions limit their risk. Salesforce Data Cloud is reshaping what a data-driven strategy can help banks and credit unions achieve. With real-time access to trends and predictions, every employee is empowered to support members and customers on their journey toward financial wellness.

Unlock endless possibilities

Thought Leadership Paper

Digital Transformation in the Financial Services Industry During COVID by Jim Collins