5 Ways Financial Services Marketers Can Level Up with Salesforce

Financial institutions can no longer deny that digital transformation is here. But, even with the adoption of digital technology, customer expectations are higher than ever. Financial services customers demand an omnichannel, seamless, and personalized experience.

To meet customer expectations, financial institutions are faced with the challenges of evolving (and simplifying) their customer experiences to be accessible and user-friendly, overcoming data and organizational silos, and providing personalized experiences across channels all while maintaining compliance.

Rising to these challenges is not optional — it’s necessary. As financial services seek to grow their assets, increase share-of-wallet, drive customer retention, and improve operational effectiveness, financial services marketers will play a key role in driving the change and advancement necessary to achieve these goals.

Salesforce offers a suite of powerful tools and technologies that give brands the ability to power, scale, and advance their business across functions, and Lev helps marketers make the most of this technology, ensuring their marketing teams are integrating themselves into the business to maximize their impact.

This ebook will highlight five ways financial services marketers can level up their digital marketing using Salesforce, highlighting five Salesforce tools and using real customer examples.