Salesforce.com has rolled out its lead and referral engine for retail banking industry as the first in a series of transformational financial services solutions.

Known as Salesforce1 for Financial Services, the new technology is expected to renovate the way retail banks, wealth management companies and insurance providers attract, connect with, and retain customers.

In order to automate the process of identifying and nurturing customers across every interaction, the new platform encompasses a new lead and referral engine for retail banking.

Salesforce.com executive vice president of industries Vivek Kundra said, "Banks today are realizing they need to go well beyond four walls and a vault."

"Salesforce1 for Financial Services empowers companies to create 1:1 interactions anytime, anywhere and on any device, building enduring personal relationships."

OneUnited Bank CIO James Slocum commented, "With Salesforce1 for Financial Services, employees have real-time access to client histories and account summaries – all through our mobile devices. This has enabled us to provide faster, more personalized service to our customers."

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The company noted that the new platform will enable retail banking firms to create real-time customer service engagement and develop a 1:1 relationship with each customer, in this new world of social and mobile applications.

The salesforce.com lead and referral engine for retail banking has been designed to automate the process of identifying and nurturing prospective clients across every interaction with customer service reps, lenders, bank officers, and sales and marketing teams.

Leads across any channel including social, mobile and web are captured automatically and tracked, which offers retail banks a single view of all prospective customers.