Yoma Bank partners with Salesforce

04 November 2020
Yoma Bank partners with Salesforce

Salesforce, the global leader in CRM, today announced a multi-year agreement with Yoma Bank, one of Myanmar’s leading banks, to help deliver a more connected, personalised experience for its customers.

Yoma Bank, the fifth largest private lender in Myanmar, and led by CEO Dean Cleland, has been on a mission to digitally transform its business and deliver streamlined experiences to its customers. Its vision is to be a truly customer centric bank, all underpinned by its core values of trust, innovation, respect and integrity.

Prior to Salesforce, Yoma Bank did not have a CRM platform in place. This created disjointed customer experiences, disconnected data and lead generation processes and a lack of real-time data in order to create end-to-end customer experiences. This sparked the need for a true customer 360. Yoma Bank decided to move to a single platform that could support its entire customer lifecycle, and empower its team to provide differentiated and streamlined customer experiences.

Yoma Bank will leverage Salesforce Financial Services Cloud, an out-of-the-box industry solution, across its network of bank tellers and staff, to provide a true 360 degree view of its customers. Financial Services Cloud was selected as it is a best in breed solution used by banking institutions all over the world to help them drive customer centricity and end-to-end experiences.

“At Yoma Bank, our goal is to continually find new and innovative ways to understand and support our customers,” said Dean Cleland, Chief Executive Officer, Yoma Bank. “Salesforce gives us the agility and scale to truly deliver a unified customer experience and helps us get closer to our customers than ever before. We want to be the bank that delivers on our customers’ aspirations and Salesforce gives us the platform to help us do that.”

“In this new age of banking, the banks that will be successful are those that put the customer at the centre of their business and deliver end-to-end experiences with impact,” said Sujith Abraham, SVP and General Manager, Salesforce ASEAN. “We are proud to be partnering with Yoma Bank on their digital transformation. We see a strong values alignment between our organisations and look forward to continuing to partner into the future”