According to a recent study, 36% of customers purchase products or services from their primary bank’s competitors. With higher expectations and more choices, customers are making their demands clear: their loyalty must be earned. For banks and financial institutions, this means the current model of siloed services—including insurance, wealth management, and banking—is no longer working. Now, your competitive advantage is your ability to deliver a seamless experience.
At Galvin, we help banks and financial institutions integrate sales, service, and marketing to connect with customers in a new way. By leveraging the power of Salesforce, we help you sell more products and deliver more services perfectly tailored to your customers’ financial needs and goals. Likewise, we help you navigate complex regulations, automate paper-laden processes, and connect with core banking systems to streamline operations.
With over 15 years of experience in the financial services industry, we know how to truly transform the banking experience into one that earns customer loyalty for life.