Transamerica Chooses Salesforce Financial Services Cloud Einstein for its 'Customer First' Digital Transformation finance.yahoo.com
TFN will use Salesforce to bring all of its advisors, agents and customers onto one platform and deliver more personalized journeys—from an advisor desktop to customer onboarding and branded portals, which enable customers to stay close to their advisor or agent throughout all of life's stages. Advisors and agents will be able to quickly access all of their customers' information—including financial accounts, goals and even past interactions—through a single "pane of glass." This will empower them to be more productive, engage more holistically with their customers and ultimately drive growth. In addition, customers will gain real-time access to information about their financial accounts, goals and relevant tasks, leading to increased transparency and engagement.
Additional innovations that further enable retailers to deliver the unified shopping experience that consumers demand include new Order Management features, Mobile Site Reference Architecture blueprints and Google Android Pay integration.