The New Banking Reality
Banking is entering a new intelligence era - driven by data, automation, and experience. Customers expect instant personalization, regulators demand transparency, and markets require agility at scale. To thrive, financial enterprises need systems that think, learn, and act with precision.
Together, Xebia and Salesforce empower banks to move from complexity to clarity, using Agentic AI and Agentforce to connect people, processes, and insights across the enterprise.
Solutions Designed to Accelerate Banking Transformation
FinOpX
A fully automated underwriting and financial operations workbench that orchestrates onboarding, lending, and collections — enabling faster decisions, contextual engagement, and integrated cross-sell opportunities.
InsureX
A low-code accelerator that streamlines policy, claims, and compliance workflows — driving transparency, efficiency, and speed across the insurance value chain.
SalesAssistX
An agentic AI sales partner that autonomously manages leads, surfaces account insights, and personalizes outreach — amplifying rep productivity and accelerating deal closures.
ServiceAssistX
An agentic AI service partner that handles case management, sentiment cues, and next-best actions across channels — resolving issues faster and improving satisfaction.
Transform your Banking Enterprise with Xebia and Salesforce
- Launch financial products up to 2x faster
- Achieve unified visibility across sales, service, and finance
- Deliver personalized, predictive, and compliant customer experiences
Proof of Impact
Redefining Customer Engagement for a Leading African Bank
Xebia, in partnership with Salesforce, helped a leading African bank transform customer engagement into a connected, digital-first experience across products and channels. By unifying onboarding, claims, and customer service on a single platform, the bank achieved faster resolution, simpler onboarding, and a 360° customer view — driving agility and satisfaction.
This success reflects how Salesforce’s engagement power and Xebia’s financial expertise enable banks to deliver personalized, efficient, and future-ready experiences.
Salesforce and Xebia Partnership: A Shimmering Success
Delivering great customer experiences today requires intelligent, adaptive systems - not just digital tools. As a Salesforce Summit Partner, Xebia combines modern CRM, real-time data, and GenAI to create connected, AI-first enterprises. Our multi-cloud expertise and deep industry experience, from Financial Services to Retail and Manufacturing, enable personalized engagement, seamless service, and faster decisions - driving customer loyalty, operational efficiency, and sustainable growth.