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Temenos Journey Manager for Salesforce

A digital banking product focused on customer experience.

Overview

  • INTEGRATED FORMS - Push pre-filled, mobile responsive forms from Salesforce

  • RECORD CAPTURE – Customer input and PDF document saved in Salesforce record

  • LIVE DATA – View prospect data as it is entered for real time customer engagement

Temenos Journey Manager integrates frictionless digital account opening, onboarding and service transactions into the Salesforce’s ecosystem. It creates applications for Salesforce reliant-businesses to seamlessly offer engaging, mobile-responsive customer experiences. It enables businesses to exchange form-based data with customers directly from Salesforce. Temenos Journey Manager simplifies customer engagement, delivering a highly optimized customer experience reducing abandonment. Social media pre-fill & integration with identity, imaging and signature providers reduces manual customer input. Infinity promotes business agility with rapid release, test and iterate capabilities including built-in analytics to identify abandonment hotspots. Central to Journey Manager is a no-code design capability for the interface and business logic. For financial services, government and field service organizations whose customer records are built around Salesforce, Temenos extends account applications, onboarding forms, and service input out to customers across mobile, tablet and desktop devices. Sales, Service and Financial Services Clouds compatible.

Categories

Business Needs
Sales
Industries
Financial Services
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Managed Package

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