Digital transformation, if done “right”, should affect every area of an organisation. And, for many businesses across industries, digital transformation starts with something as simple but powerful as implementing a CRM.
But few industries are as contradictory as financial services. On the one hand, financial services companies have the resources and a capable, smart workforce to implement and harness a customer relationship management (CRM) tool. They certainly have more than enough clunky, time-consuming, and granular manual entry and reporting tasks to warrant the switch.
Yet, companies within the financial services industry can simultaneously feel like they’re bogged down with far too much red-tape to spend time “transforming.” In other words, it’s not about teaching or not teaching an old dog new tricks. It’s about stopping the momentum on a moving train enough to get it to take a new direction.
In this paper we discuss the untapped potential of CRM as a digital transformation driver for Financial Services and the advantage of Salesforce Financial Services Cloud.