Client expectations for financial services are changing. Clients expect secure, personalized, integrated services across all touchpoints with their financial institutions. Transforming and connecting front, middle and back office for financial institutions to deliver exceptional client experiences. Improving efficiency and collaboration for bankers, insurance agents, and financial advisors. KPMG offers a suite of assets built on Salesforce that accelerate impact for financial services.
- Commercial Banking Client Onboarding – Integrated platform for faster and easier client onboarding.
- Onboarding for Insurance Agents and Financial Advisors – Streamline and accelerate the onboarding journey. Improve new hire retention and increase productivity.
- Corporate and Investment Banking – Accelerate deal management with greater efficiency, transparency, and insights.
- Lead Management – Streamline the lead-to-close process and increase lead conversion.
- Agent Desktop and Call Center.
Put clients at the center of every interaction. Fast track innovation with KPMG.