Temenos (TEMN), the banking software company, today announced the availability of Infinity Digital for Salesforce that brings together the worlds of CRM, assisted channels, and digital channels onto a single platform, available on Salesforce AppExchange the world’s leading enterprise cloud marketplace.
This solution integrates Salesforce Financial Services Cloud with Temenos’ digital banking platform, giving customer-facing teams in banks a holistic view of their customers surfacing both customer engagement and transactional banking data across all channels and transactional systems.
Infinity Digital for Salesforce offers banks synchronization between Salesforce Financial Services Cloud and the bank’s core banking systems. It helps banks achieve higher efficiency and streamlining of servicing, onboarding, and origination processes with better personalization and greater customer experience.
Infinity Digital for Salesforce enables banks to better serve their customers with highly tailored offers made possible through relevant, complete, and accurate information at every interaction. Banks can now integrate digital and assisted channels with their transactional system and create a unified platform across marketing, sales, servicing, and origination functions to give client-facing teams from branch and contact center staff to relationship managers and chat operators a truly complete, actionable view of customer interactions.
Infinity Digital for Salesforce offers out-of-the-box synchronization between Salesforce Financial Services Cloud and the bank’s core banking system, be it either Temenos or other third party systems. The solution provides a 360-customer view enhanced with real-time current balances and latest transactions as well as all other customer interactions, giving client-facing teams a holistic and fully informed view of customer activities and product portfolio.
Max Chuard, Chief Executive Officer, Temenos said: “We are excited to extend our leadership in digital by combining our open, banking platform with Salesforce Financial Services Cloud in a single platform to help banks reinvent the customer and employee omnichannel experience. We are aiming to solve one of the most fundamental problems in banking today by connecting the worlds of CRM, transactional footprint, and digital interactions. This go-to-market strategy will accelerate our penetration in the digital front office segment. We help banks with complex channel architectures by breaking down silos to reduce complexity and costs, and achieve the customer-centric business transformation to provide outstanding customer experiences.”
“We’re excited to see Temenos innovate with Salesforce Financial Services Cloud to help banks deepen their relationships with customers through hyper-personalized experiences,” said Eran Agrios, SVP & GM, Financial Services, Salesforce. With Infinity Digital for Salesforce, customers can connect their core banking systems to their omnichannel experiences, delivering hyper-personalized experiences faster.
The product offers: the enriched 360-customer view that unlocks the full potential of the core banking system shows the financial products the customer owns in the bank and outside the bank through open banking account aggregation services. Unified digital, human-assisted, and high-touch channels that give insights into customer digital activity and provide a real omnichannel approach to customer onboarding and product origination. Consistency between the CRM and the core banking system by ensuring that only after an origination process has been approved and the product fulfillment is completed. Integration of the most common servicing actions such as bill pay, fund transfers, loan payments, and direct debits with Salesforce Financial Services Cloud to provide comprehensive servicing capabilities to customer-facing employees on a single application.
