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Be the Bank Your Customers Love

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Free Online Course: Be the Bank Your Customers Love provided by Trailhead is a comprehensive online course, which lasts for 1-2 hours worth of material. The course is taught in English and is free of charge.

Salesforce via Trailhead
1-2 hours worth of material
Self Paced
Overview

  • Embrace customer-centric business practices and inspire customer loyalty.

    • Learn about key industry trends and how banks can use Salesforce to adapt to them.
    • Learn how the Salesforce platform transforms banking in the Age of the Customer.
    • Build a customer-centric sales model for your bank.

Syllabus

    • Digital Banking Basics
      • Understand Digital Banking Trends
      • Realize the Digital Banking Payoff
    • Intelligent Marketing, Sales, and Customer Service for Banks
      • Connect with Customers in a Whole New Way
      • Empower Personal Bankers to Be Their Best
      • Delight Customers with Outstanding Omnichannel Service
    • Sales Strategies for Retail Banking
      • Put Customer Needs at the Center of Sales Practices
      • Achieve a 360-Degree View of the Customer
      • See the Customer-Centric Sales Process in Action

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