This session, sponsored by FinDock and presented by Coastal, explores how to optimize your collections process using Salesforce Financial Services Cloud (FSC) and create a more efficient and customer-centric experience.
Key takeaways from this session:
- The importance of an effective collections process: Understand why collections is a critical workflow for financial institutions and how it impacts both operational efficiency and customer experience.
- Salesforce’s vision for collections: Hear from Salesforce product managers about the upcoming FSC collections solution and its features, including a dedicated data model, integration with Data Cloud and Marketing Cloud, and enhanced automation capabilities.
- Coastal’s collections accelerator: Explore a pre-built solution designed to streamline your collections process, featuring a customizable dashboard, automated workflows, and seamless integration with FinDoc for payment processing.
- A live demo of the collections workflow: See how the accelerator can help collections agents prioritize tasks, manage cases, track delinquencies, and automate communications, all within the Salesforce platform.
- Key features and benefits: Learn how the accelerator leverages FSC action plans, sales engagement tools, and next best action recommendations to drive efficiency and improve the customer experience.
This session is a must-watch for any financial services leader who wants to:
- Optimize their collections process and improve delinquency management.
- Leverage Salesforce technology to create a more efficient and customer-centric collections experience.
- Gain insights into the upcoming FSC collections solution and prepare for its launch.
