Recent events, such as COVID19, are the clear wake-up call for the Banking and Lending Industry to finally offer true, digital customer service. Thankfully, Salesforce and INVISR are partnering on a number of affordable solutions that offer varied levels of virtualization for community banks, credit unions, and lenders.

To some of our banks and credit union customers, this tumultuous time has highlighted the benefits of supporting customers virtually. To democratize these historically costly solutions, INVISR leverages Polystack as an accelerator for Salesforce Communities and Salesforce Financial Services Cloud to offer an affordable online digital banking solutions for community banks and credit unions. For each solution vertical, solutions can be as lightweight or as detailed as is necessary:

VIRTUAL BRANCHES

Provide functional support digitally including:

• Appointment Scheduling

• Submission of Service Requests

• Video Chat

• Chat Bots

• Soft Phone Connectivity

• Document Management

• FAQs

• Customer Notifications

INTEGRATED SUPPORT

Digitization of customer and employee support infrastructure for issue management to support customers from anywhere:

• Request Tracking

• Request Assignment

• Request Escalation

• Request Reporting

• Team Collaboration

• 360° Customer View

• Core Integration

• Mobile Accessibility

• Email Connectivity

DIGITAL BANKING

Deploy a completely branded and customized digital banking experience through a desktop, tablet, and mobile device:

• Fully Branded

• Customizable

• Transaction Management

• Payments

• ACH

• Transfers

• Integrated Banking, Lending & Wealth

• Mobile App