SAN FRANCISCO, March 28, 2017 /PRNewswire/ -- Salesforce
(NYSE: CRM), the world's #1 CRM company and Intelligent Customer
Success Platform, today announced that Transamerica Financial
Network (TFN), a North American distribution channel of
Transamerica—one of the world's leading financial services
companies, providing insurance, investments and more to 27 million
customers—is deploying Salesforce Financial Services Cloud Einstein
to drive growth and build deeper, 1-to-1 relationships between its
advisors, agents and customers. To learn more about Financial
Services Cloud Einstein, click here: http://sforce.co/2mLLmAN.
Prior to Salesforce, TFN's network of advisors and agents
provided multi-carrier insurance and investment solutions across
multiple customer systems. This created disjointed retail customer
experiences and sparked the need for a "customer first" digital
transformation. TFN decided to move to a single platform that could
support the entire customer lifecycle, and empower its advisors and
agents to provide differentiated customer experiences. In addition,
TFN wanted to prepare for the new regulatory environment, ensuring
that its customers' best interests are always front and center.
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.
In partnership with Deloitte, Salesforce developed a
comprehensive strategy to help TFN address these needs. Now, the
company is rolling out Financial Services Cloud Einstein,
Salesforce Shield, Community Cloud and Marketing Cloud to its
offices and agents in the United
States and Canada, and soon
to other countries around the world.
TFN also plans to use Financial Services Cloud Einstein's
intelligence and machine-learning capabilities to better understand
and predict customer behaviors. For example, if specific actions
within Salesforce indicate that a customer is planning to take
their investments elsewhere—triggered by more inquiries into the
status of accounts or movement of funds—the advisor or agent
responsible will get a notification with recommended next steps.
Einstein will also help advisors better understand broader
household needs and provide services that extend beyond each
individual customer.
Comments on the News
"Today's advisors need modern
technology to keep up with digitally savvy investors," said
Rohit Mahna, GM of Financial
Services, Salesforce. "With Salesforce, Transamerica is empowering
advisors to build deeper client relationships, supercharge their
productivity and engage more holistically with clients anywhere and
on any device."
"We are excited to collaborate with Transamerica to help drive
greater sales effectiveness and growth, and deliver a
differentiated experience for its advisors, all while managing
compliance with emerging fiduciary and best interest standards,"
said Steve Fogle, principal,
Deloitte Consulting LLP, and Deloitte Digital insurance and wealth
management practice lead. "By combining our deep experience in
fiduciary regulations, our AdvisorConnect solution, built on top of
Salesforce Financial Services Cloud, and our alliance with
Salesforce in the financial services industry, we can drive
meaningful business benefits and regulatory readiness for
Transamerica."
About Salesforce
Salesforce, the world's #1 CRM
company and Intelligent Customer Success Platform, empowers
companies to connect with their customers in a whole new way. For
more information about Salesforce (NYSE: CRM), visit:
www.salesforce.com.
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This press release contains "forward-looking statements." All
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About Deloitte Digital
Deloitte Digital has created a
new model for a new age — a creative digital consultancy. That
means bringing together all the creative and technology
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SOURCE Salesforce