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How Small Banks Can Compete with Big Tech
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"How Small Banks Can Compete with Big Tech"

By employing automation and financial services technology, banks can add revenue streams and streamline operations.

The current economic landscape is uncertain and unsettling, both for banks and the customers they serve. To combat this volatility—and the inroads Big Tech has made in the banking industry—smaller banks will look to increase earnings and efficiencies. By automating time-consuming processes and transitioning paper-based and manual processes to digital, financial institutions can create a more connected experience, streamline operations, and add revenue streams. 

This playbook by Salesforce, the #1 Customer Relationship Management platform for nearly a decade, takes a deep dive into the top issues plaguing small banks today and the technology and services to solve for them. Content focuses on three strategic initiatives, with including case studies and tips on:

  • Operational efficiency
  • Enhancing the customer experience
  • Workforce productivity


Offered Free by: Banking Dive's studioID and Salesforce
See All Resources from: Banking Dive's studioID and Salesforce

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