Banking Without Bottlenecks: How to Elevate Client Services

Customer expectations in banking have shifted towards fully digital experiences and leading institutions have met those expectations for the most part. Yet your Client Services teams who manage valuable customer interactions are often left contending with a far from ideal experience—especially when handling document heavy processes that rely on data across both Salesforce and external systems. Whether you’re looking to reduce operational bottlenecks, eliminate document generation inefficiencies, or improve customer onboarding, this session will provide actionable insights to help drive sustainable digital transformation in your financial institution. What you’ll learn: How retail, commercial and investment banks take the friction out of today’s tedious, customer-facing document-centric processes to streamline Client Service operations, create rich experiences and drive measurable ROI. Explore how to create a scalable and delightful experience for Client Services teams that optimizes the generation of affidavits, closed account docs, detailed invoices, credit memos, ACH receipts, account inactivity statements, authorized user notices and much more.