The COVID-19 pandemic is fueling digital transformation, as banks and wealth management advisors look to quickly transform their old way of doing business into a digital-first world, with fewer in-person meetings, fewer branches, and fewer retail locations.
Groove for Salesforce Financial Services Cloud surfaces real-time CRM information in the inbox, so that relationship managers and financial advisors can deliver personalized wealth management advice at scale across any channel or device.
Groove offers the only sales engagement platform that is pre-configured to work with the unique data model of Salesforce Financial Services Industry Cloud.
Ensure that sensitive client data remains secure by reducing the need to sync sensitive PII with a third-party database.
“Before COVID-19, a lot of sales reps avoided using Salesforce. But once Congress approved the SBA Paycheck Protection Program, there were so many details to track for our business clients, that they had to start using it. We simultaneously saw strong adoption of Groove, as reps quickly saw how much easier it was to access Salesforce data right from their email.”