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Need to Know: How Financial Services Can Quickly Respond to COVID-19

Apr 10, 2020

COVID-19 has caused massive disruption to all aspects of life, including how financial services institutions support and interact with their customers. The need for rapid and agile digitization of processes has never been more important. From our standpoint of working on the frontlines of supporting banks, mortgage lenders, wealth and asset management firms, insurance brokers, credit unions and the like through this major disruption, here are our tips to approach new customer challenges and enable business continuity.


Send Proactive Communications

With the shelter in place recommendations and governmental support packages changing regularly, it’s important to keep customers updated digitally. Our QuickStart for Salesforce Marketing Cloud enables the development of campaigns to keep customers in the know about office hour changes, how to best get service, or even send CDC updates to be of value to your customers.


Digitize Loan Applications

With the passage of the CARES Act and the Paycheck Protection Program (PPP), banks are faced with the challenge of helping their customers get access to funds while following new guidelines. Speed and accuracy are critical to ensuring small business customers are able to submit their loan applications to support the health of their businesses during this difficult time. Our QuickStarts for both Salesforce Financial Services Cloud and nCino deliver real-time loan intake processing solutions that can be live in one week. Banks are missing crucial opportunities to service customers due to the massive amount of loan submissions, and our solutions can ensure banks are ready to act.


Support Inundated Employees

As Customer Care and Consumer Direct volume increase due to less frequent in-person interactions, we can help your teams manage the inflow and work in a distributed manner using Salesforce Service Cloud. Our QuickStart for Salesforce Service Cloud gets Service Cloud launched and ready for your team to use in weeks.


Focus on Data Security

Security for a distributed workforce is critical as employees are asked to work remotely. Now, more than ever, data security is critical. Our QuickStart for Salesforce Shield can enable field-level tracking and encryption to keep your customer data safe.

Stay Connected to Remote Teams

The remote workforce can thrive when given the right tools. Collaborate with your teams in real time, even from your mobile device. From note-taking to daily task schedules, stay agile as priorities pivot quickly using our QuickStart for Salesforce Quip (and take advantage of free Quip access).

Enable Seamless Scheduling

Branches or offices open by appointment only? Using Salesforce Lightning scheduler, you can manage multiple resources' calendars to make scheduling quick and easy for customers so they get the access they need. We can get seamless scheduling live in less than a week using our QuickStart for Salesforce Lightning scheduler.

As Salesforce’s fastest-growing financial services partner, our team is ready to partner with you to keep your business running, your teams productive, and support you as your priorities pivot during this global pandemic. Contact us to get started.