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The Total Economic Impact™ Of Salesforce Customer 360 For Financial Services And Insurance (FSI) Organisations

This Forrester Consulting study discovers how finservs avoided disruption – and saved millions

Data breaches. Regulatory scrutiny. Skyrocketing customer expectations. For banks, insurers and wealth organisations, 2022 has delivered one challenge after another.

But this period of disruption shouldn’t put your organisation in defensive mode. Salesforce commissioned a Total Economic Impact™ study conducted by Forrester Consulting to explore the impact of Salesforce Customer 360 on finserv organisations. The study discovered decreased costs, improved customer engagement and employee satisfaction in one fell swoop by switching to Salesforce Customer 360.

This unified platform brings together Salesforce’s suite of solutions across services, sales, marketing and more to drive better business outcomes. The result? Total benefits of $81.3m over three years for a composite finserv with $1.2bn annual revenue*. Here’s how the numbers stack up.

The Total Economic Impact of Salesforce Customer 360 for Financial Services and Insurance Organisations Report, Forrester, 2023

Download The Total Economic Impact™ Of Salesforce Customer 360 For Financial Services And Insurance (FSI) Organisations Whitepaper

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