Salesforce Implementations & Integrations

For Banks, Credit Unions, & Financial Services Companies

Utilize the world’s #1 CRM to deliver a top-notch financial services experience

Salesforce Financial Services Cloud Implementations

New Salesforce Cloud Implementations

New Salesforce Cloud Implementations

Get moving quickly on your new Salesforce implementation with DBS. Under pressure to prove ROI fast? We make it possible to stand up Salesforce FSC within a matter of weeks - the perfect way to begin your phased rollout across your organization.
Customize Your Salesforce Instance

Customize Your Salesforce Instance

Want to take your Salesforce instance to the next level? DBS DX has extensive experience working with legacy banking systems and integrating them into the Salesforce ecosystem to give your employees a true 360-degree view of your customers/members. That’s what a custom integration provides. And if you have MuleSoft, our certified integration architects can do even more.

Looking for a Financial Services Salesforce Partner?

DBS DX is more than just a Salesforce implementation partner. We're former banking executives who became Salesforce partners so that we could help banks and credit unions across the country successfully implement and prove ROI on their Salesforce investment.

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We're Integration Experts

Core Integrations

Core Integrations

Your core banking system can work together with Salesforce and even MuleSoft to help make your customer data easily accessible to your employees, third-party systems, and to the rest of your tech stack, making that 360-degree view of the customer all the more possible. DBS DX developers have extensive experience working with core systems like Symitar, FSP, DNA, and more.

Lending System Integrations

Lending System Integrations

Integrating your consumer, real estate, and commercial lending systems into Salesforce enables your sales and service agents to access customer/member data within a single system. Whether your organization uses Encompass, MeridianLink, Sail, CUDL, or any others, the experts at DBS DX can make it happen.
DocuSign Integrations

DocuSign Integrations

Speed up loan approvals and funding by integrating DocuSign into your processes. Signatures can be obtained in seconds and accessed digitally with a few strokes, providing a powerful boost to efficiency and production. And your customers and members automatically get their own copy of the completed version to save.
Chatbot Development & Integrations

Chatbot Development & Integrations

If your bank or credit union is considering implementing chatbots, you’re not alone. Chatbots can be a huge asset by helping to answer customers’ simple questions, reserving agents for the more complex inquiries. DBS can help implement and integrate chatbots into your customer experience.
Cloud Scheduling Integrations

Cloud Scheduling Integrations

Save time and money with cloud scheduling integrations that let customers schedule their own appointments through the online portal -- without your employees needing to manage tedious reschedules and cancellations. No more back-and-forth communication that risks customers falling through the gaps.
Salesforce Knowledge Base Development & Integrations

Salesforce Knowledge Base Development & Integrations

With Salesforce Knowledge Base, you can manage your organization’s most important articles, documents, FAQs (internal and external), and integrate them into other systems like your website, employee intranet, or sales agent screens.

Salesforce & FSC Use Cases for Financial Services

Referrals & Incentive Reporting

Salesforce’s customer service functionality enables back-end efficiency as well. Track employee production and referrals, and streamline your incentive reporting as a way to keep employees motivated and performance high. DBS can help create incentive structures and integrate them into the automated system.

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Weighted Round-Robins for Sales Teams

Weight sales leads according to a structure that works with your bank’s or credit union’s operations and culture. Base lead referral on productivity, area of expertise, or personality types corresponding to the institution’s personas, among other options. Create more momentum and better performance through smart routing.


Next-Best Product for Sales Teams

Engage next-best product data and insight for sales teams to use during calls for up-selling, cross-selling, and deepening relationships. Use both in-house and third-party data to predict the customers’ next-best product and create a more personalized experience.

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Service Case Center & Management

Give your customers and members a way to self-serve and manage basic account maintenance inquiries through your website and online banking with Service Cases, built on Salesforce. Let them skip the long hold times by giving them a way to easily - and securely - get help with basic needs like logging in, setting up direct deposit, and much more.