Modernizing Complex Banking Customer Engagements
Play • 27 min

An important component of digital banking transformation is to be able to improve efficiency and productivity in your organization while also helping employees to serve customers better.

With complex customer engagements, you need to ensure that the right people are engaged at the right part of the customer journey, using a scheduling tool that reflects the customer need, expertise required, timing and locational constraints, and the ability for both your team and the customer to drive the process.

We are joined on the Banking Transformed podcast today by Tom Chang, Distinguished Solutions Engineer at Salesforce. He discusses how a scheduling tool can create stronger relationships with precise, personalized appointments.

This episode of Banking Transformed is sponsored by Salesforce.

 Salesforce Scheduler is a tool built natively on the Salesforce Platform that helps create stronger relationships with precise, personalized appointments. Boost scheduling efficiency and bring together the right resources, whether people or assets, with the contextual information needed to get the job done. Streamline appointment scheduling for employees and customers, delivering consistency across all channels of engagement, ultimately improving customer experiences. 

 For more information visit

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