Retail banking

Temenos Infinity Digital for Salesforce

Temenos Infinity Digital for Salesforce is the most comprehensive way to achieve customer-centric business transformation by combining customer relationship management and financial services capabilities in one platform.

Hyper-personalizing the Banking Experience with Temenos and Salesforce

The banking industry is going through an unprecedented business model change. Customers demand a hyper-personalized experience across digital and assisted channels that build trust and loyalty.

Temenos and Salesforce joined forces to bring together the #1 digital banking platform with the #1 CRM platform. With Temenos Infinity Digital for Salesforce, banks can reinvent the banking experience by combining the relational and transactional capabilities on a single platform.

Why Temenos Infinity Digital for Salesforce

Connect Marketing, Sales and Servicing

Use rich data and AI-powered analytics capabilities to predict future customer behavior and run targeted digital marketing campaigns. Reduce drop-off ratios and retarget customers who abandoned the sales journey. Provide an enhanced customer support experience thanks to smart-assisted channels and integrated case management.

Create End-to-End Conversion Funnel

Provide a seamless, end-to-end, transparent customer onboarding and product origination process to accelerate efficiency in the front, middle, and back-office while ensuring reporting consistency. Have your employees work together as a team and create tailored offers for clients, enabling the RMs to close deals.

Enrich Customer Knowledge

Bring the single customer view to the next level by extending the CRM information with financial account, product, and services records while keeping the data secure. Use rich customer insights to predict future behavior, create impactful campaigns, and increase customer loyalty. Provide an amazing omnichannel experience by blending physical and digital channels.

Product Overview

Enhanced Customer Data Management

Extend the 360’ customer view with data coming from digital and core banking systems. Party and financial account data can be presented on Salesforce workbench screens in real-time to provide a complete view of the customer and equip the front office employees with the latest insights.

Account Servicing

Customer-facing employees can carry out account servicing actions on behalf of the customer directly from Salesforce, from changing limits to managing cards, alert subscriptions, user entitlements, or initiating a payment or a transfer.

Dynamic Pricing & Product Catalog

Provide customer-facing employees with direct access to the banking product catalog to enable dynamic quotations for customer opportunities from Salesforce. Offer dynamic pricing by combining the traditional risk-based pricing methods with non-financial factors like customer lifetime value, customer engagement, or household value. Ensure that every opportunity and relationship managers’ targets have the right product.

Omnichannel Onboarding & Origination

Extend Salesforce opportunities, referrals, and leads capabilities with the powerful customer onboarding & product origination functionality of Temenos Infinity. Delivering an amazing omnichannel experience by enabling branch users, agents, and relationship managers to support customer applications journeys or initiate application processes on behalf of the customer, using the same onboarding & origination platform.

Combined Sales Funnel

Use all the power of Temenos Infinity and Salesforce to manage all leads, referrals, and opportunities from a central location. Be always top of the sales funnel to drive lead conversion.

End-to-End Process Orchestration

Provide role-based task views to manage complex product origination journeys (e.g. consumer loans) and facilitate internal team collaboration.

Financial Goals

Customer-facing employees can better understand the customer life situation by presenting the financial saving goals on Salesforce workbench screens.

Real-Time Alerts

Financial alerts from Temenos Infinity and core banking systems are integrated into Salesforce to provide a complete view of significant customer events for customer-facing employees. Relationship managers can subscribe for alerts to get notified when various financial events of their customers occur.

Unified Employee Solution

Provide a seamless user experience for your employees across Temenos Infinity and Salesforce to increase productivity and transparency. From integrated Identity Access Management (IAM) to combined global search and internal messaging. Use Salesforce capabilities to create reports, lists, dashboards from CRM and banking data.

Supporting Products

Digital Banking

Temenos Infinity is the platform for business transformation that helps financial institutions to accelerate their digital transformation initiatives. Reimagine the way you engage with your customers – through both digital and physical channels – creating a consistent and seamless experience.

Digital for Retail

Removes the complexity of day-to-day banking activities and puts people in control of their financial lives. The solution provides a complete digital platform for retail banks covering the entire customer lifecycle delivering digital applications and outstanding customer experiences across every channel.