Deloitte Digital Extends Reach of Salesforce Financial Services Cloud with its Connected Bank Solutions

Mar 08, 2016, 09:00 ET from Deloitte Digital

SAN FRANCISCO, March 8, 2016 /PRNewswire/ -- Deloitte Digital today announced it is extending the reach of Salesforce Financial Services Cloud with its Connected Bank solutions, built on the Salesforce App Cloud, to help clients reimagine their customer journeys across the retail, commercial and wealth sectors.

Financial Services Cloud is generally available for purchase today, empowering advisors to build deeper, one-to-one client relationships, be more productive, and engage more holistically with clients anywhere and on any device. Deloitte's packaged offerings are designed to drive revenue and streamline business processes by reinventing the customer experience and maximizing the value of each interaction.  

Deloitte Digital is leading the way for modernized banking capabilities to meet additional requirements around managing financial transactions, client onboarding and customer experience.

"Deloitte sees an enormous market opportunity for the financial services sector to increase revenues with client-driven digital marketing, client engagement solutions, and front-to-back office digitization," said Joe Guastella, principal, Deloitte Consulting LLP, and global financial services industry leader. "Connected Bank and Salesforce Financial Services Cloud will help our clients speed time-to-value and realize benefits sooner."

Deloitte Digital's Connected Bank offerings include:

  • Onboarding and origination – enabling customers to create an omni-channel customer experience
  • Commercial banking – prospect, plan and collaborate across products and services to deliver one bank
  • Wealth management – managing relationships, not accounts
  • Complaints management – working with financial institutions to track, manage, and translate complaints into actionable insights
  • Leads and referrals – supporting cross-line of business collaboration to increase cross sell and expand client relationships

"The future is here, and it's advice, not administrative tasks. Salesforce is transforming financial services for the digital age," said Simon Mulcahy, GM of financial services, Salesforce. "Deloitte Digital is supporting Salesforce in its mission to deliver a new era through proactive, personalized, and goal-based collaborative advice."

About Salesforce Financial Services Cloud

Salesforce Financial Services Cloud is transforming the client-advisor relationship by empowering advisors to build deeper, 1-to-1 relationships with clients; enabling advisors to spend less time on administrative tasks and more time focusing on investors; and allowing advisors to engage more comprehensively with clients and their households.

About Deloitte Digital

Deloitte Digital is creating a new model for a new age — a creative digital consultancy. That means bringing together all the creative and technology capabilities, business acumen and industry insight needed to help transform our clients' businesses with digital. With Deloitte Digital's end-to-end capabilities, clients bring their biggest challenges, knowing we've got what it takes to bring a new business vision to life. Let us show you how. www.deloittedigital.com 

Deloitte's Global Salesforce Alliance

The alliance with Salesforce helps Deloitte Digital meet the emerging needs of its clients by providing multinational and international companies with social and mobile cloud computing technologies. Global Salesforce delivery capability is available through the Deloitte Touche Tohmatsu Limited network of member firms, including practices in more than 28 countries. Learn more at www.deloittedigital.com/alliances/salesforce.

As used in this document, "Deloitte" means Deloitte Consulting LLP, a subsidiary of Deloitte LLP. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

Salesforce is the trademark of salesforce.com, inc.

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SOURCE Deloitte Digital



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