Vietcombank is implementing Salesforce’s solutions including Financial Services Cloud, CRM Analytics, Marketing Cloud, and MuleSoft to unify retail and corporate banking functions on a single AI-powered platform.
This implementation, supported by the combined expertise of PwC-Gimasys-CMC TS, will enhance the bank’s operational efficiency and sales and marketing productivity.
Together, these solutions will enable Vietcombank to create a unified view of the customer, allowing all relationship managers across Vietcombank to deliver better quality service.
This initiative marks a key milestone in Vietcombank’s digital transformation journey, maintaining the bank’s position as Vietnam’s leading financial institution.
By modernising its digital infrastructure with Salesforce, Vietcombank is doing away with siloed data and manual processes to create a more streamlined workflow that enables seamless customer engagement.
Salesforce solutions will also enable marketing teams to launch targeted digital campaigns capturing leads and driving faster conversions through intelligent segmentation and omnichannel outreach.
With streamlined lead management, Salesforce helps to ensure efficient follow-up, while AI-driven insights—such as propensity models and next-best-product recommendations— enable relationship managers to identify cross-sell and upsell opportunities and respond quickly to customer needs.
A mobile app also gives relationship managers flexible access to real-time insights and tools, enabling them to engage clients and close deals on the move, enhancing productivity and deepening client relationships.
“This CRM initiative is more than just a technology project for Vietcombank. It’s integral to our strategic transformation in how we approach customers, improving management and sales efficiency bank-wide,” said Nguyen Thi Kim Oanh, member of the board of directors and head of the project implementation committee at Vietcombank.
