Trailhead
Free Online Course
English
1-2 hours worth of material
selfpaced
Overview
Embrace customer-centric business practices and inspire customer loyalty.
- Learn about key industry trends and how banks can use Salesforce to adapt to them.
- Learn how the Salesforce platform transforms banking in the Age of the Customer.
- Build a customer-centric sales model for your bank.
Syllabus
- Digital Banking Basics
- Understand Digital Banking Trends
- Realize the Digital Banking Payoff
- Intelligent Marketing, Sales, and Customer Service for Banks
- Connect with Customers in a Whole New Way
- Empower Personal Bankers to Be Their Best
- Delight Customers with Outstanding Omnichannel Service
- Sales Strategies for Retail Banking
- Put Customer Needs at the Center of Sales Practices
- Achieve a 360-Degree View of the Customer
- See the Customer-Centric Sales Process in Action
