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Q2 HDX

Q2 Human Digital Experience for Salesforce

Overview

Q2 HDX is an industry-first integration between the Q2 digital banking platform and the Salesforce Financial Service Cloud/Sales Cloud Platform, setting the stage for deeper relationships and simpler, faster, 360-degree engagement across both platforms.

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  • Key Features • Integrates directly with Q2central to allow you to manage Q2 digital banking Users’ profiles directly in Salesforce • Search for a Q2 User and link them between Q2 and Salesforce

  • • Unlock logins • Send password resets

  • • Launch Customer Service Assist. Emulate Q2 Online Banking App to replicate customer issues and provide guidance. • Assist customers with transactions such as making payments, deposits, transfers, and enrolling in new services.

Q2 HDX lets FIs deliver outstanding account holder experiences by merging digital and in-person interactions into one interface within Financial Services Cloud or Sales Cloud. Customer service representatives (CSRs) at FIs have historically had a limited view of their account holders’ user profiles and have had to access multiple separate systems to serve their customers. Now CSRs can access digital banking channels directly through Salesforce as they work with clients to manage their cases and meet their needs. HDX provides a complete view of each account holder and enables FIs 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. *By completing this form, you agree that the information provided may be stored and handled in accordance with our https://www.q2.com/privacy-policy

Categories

Business Needs
Customer Service
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
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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