Retail Banking Industry Blueprint | Salesforce Architects

Context and Usage

The typical lifecycle of a retail banking customer relationship has eight phases, from pre-sales marketing to relationship renewal.

Marketing and sales process management capabilities in the market, lead, and prospect phases help retail banks acquire new relationships and deepen existing ones.
Onboarding, origination, and fulfillment capabilities in the customer, deposits & lending, and services phases include traditional compliance capabilities, building an understanding of the customer, and connecting customers with products and services.
Capabilities in the customer support plus renew and grow phases address customer needs as they evolve.

Salesforce partners with independent software vendors (ISVs) and consultants to extend platform capabilities to suit business processes. Industry-specific integrations and complete solutions are also available from retail banking fintechs.

Standard Salesforce platform capabilities include platform enablers and API and data sources for all stages of the retail banking customer lifecycle. These foundation capabilities support custom-built solutions.

Learn More

For additional detail, review the retail banking industry blueprint and information included in theCustomer 360 Guide for Retail Banking, or contact your success manager or account team.