The Future of Financial Services

The future is here and it's digital first.

After three straight years of unprecedented uncertainty, consumers have shown extraordinary resilience by converting to a digital-first lifestyle without missing a beat.

In our 2022 global survey of financial services customers, we found that 78% banking customers want efficient experiences. They crave intuitive, personalised interactions that emphasise their overall financial wellbeing. Find out how to delight your customers, reduce your costs, and unlock new efficiencies with 27%* faster automation of business processes. It's time to invest in experiences that keep customers happy and loyal. Find out more about the future of financial services in our report.

*2022 Salesforce Success Metrics Global Highlights. A 2022 study based on 3,706 customer interviews in the US, Canada, UK, Germany, France, Australia, India, Singapore, Japan, and Brazil.

of insurance customers strongly agree their vendors are invested in their financial wellbeing.

of banking customers initiate relationships on a website or app.

of wealth and asset management customers are extremely satisfied with their firm’s ability to resolve customer issues and enquiries swiftly.

.

Get the full "Future of Financial Services."

First name Enter your first name

Last name Enter your last name

Job title Enter your title

Email Enter a valid email address

Phone Enter a valid phone number

Company Enter your company name

Employees Select the number of employees

Country/Region Select your country

By registering, you confirm that you agree to the processing of your personal data by Salesforce as described in the Privacy Statement.

This field is required.

BANKING

Create easy, efficient banking experiences with tactical automation.

Digital-first customers expect more from their banks. Our research demonstrates an opportunity for banks to use automation to create better experiences while driving efficiency.

The Future of Financial Services

of insurance customers who switched providers cited digital interface as the primary reason.

Insurance

Combine digital experiences with stellar service for insurance success.

Due to the complexity of interactions, insurance has been one of the slower sectors to adopt digital transformation. However, our research shows that customers are increasingly willing to switch to digital-first newcomers due to ease of use and onboarding.

The Future of Financial Services

WEALTH AND ASSET MANAGEMENT

Wow wealth and asset management customers with personalised, digital-first experiences.

Wealth and asset management firms can delight their customers with personalised experiences, while reducing the cost to serve by investing in ongoing innovation.

of customers switched their wealth management provider for an easier, more intuitive experience.

“Customers told us that three out of the top five pain points in their digital experiences all tie back to poor personalisation. Our experts say this all stems from scattered information.”