Guide

Salesforce + Medallia for Financial Services

Medallia enables financial services organizations to capture, analyze, and act on customer signals — direct feedback and interaction data from conversations in the branch and contact center to interactions across the web, mobile apps, and social media — and transform experiences across the omnichannel financial journey.

Download this e-guide to learn how Medallia works with Salesforce to embed the voice of the customer into the CRM and create a true 360-degree view of your financial services account relationships.

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