Q2 Integration with Salesforce

Core Banking Solution
Written By David Cockrum

Q2

  • Integrating Q2 with Salesforce delivers outstanding account holder experiences by merging digital and in-person interactions into one interface within Financial Services Cloud or Sales Cloud. This integration provides a complete view of each account holder and enables firms to deliver improved financial experiences by sharing intelligent customer insights directly from Q2’s digital solutions. These insights will drive personalized relationships, help FIs target product offerings, and enable CSRs to better manage customer service requests via integration with Financial Services Cloud.

  • Core Banking Solution

  • Retail Banking and Credit Unions

  • Fintech

Looking to integrate Q2 with Salesforce? Let’s talk!

David Cockrum
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