Service

Financial Services | Business and value-driven front office transformation

KPMG and Salesforce help financial services firms deliver superior customer experiences

Mark Ricci

Mark Ricci

Principal, Advisory, KPMG US

+1 704-371-8083

Agnel Kagoo

Agnel Kagoo

Principal, Financial Services, KPMG US

+1 949-885-5512

Gary Plotkin

Gary Plotkin

Principal, CIO Advisory, KPMG US

+1 617-988-1181

KPMG and Salesforce help financial services firms deliver exceptional customer experiences. Leveraging KPMG industry, functional and technical knowledge along with the power of the Salesforce Financial Services Cloud, our clients can achieve rapid, efficient, cost-effective best-in-class processes that can result in an enhanced customer experience, increased revenue and speed to value.

KPMG provides leading practices that enable a quicker front office transformation.  We believe in business and value-driven CRM transformation that provides insight-driven decision support and aligns your customer organization with your customers when and how they want.

KPMG can help you:

  • Deliver cost-effective and exceptional customer experiences that put your customers in the center and create deeper, longer relationships
  • Digitally enable processes to streamline and add efficiencies
  • Execute a robust and deliberate CRM adoption plan that drives active use of your CRM, improving data quality resulting in accurate insights

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