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With companies taking advantage of innovation at hand and providing a seamless and user-friendly experience to customers, it is no surprise that now the competition is between companies, irrespective of the industry they belong to. Customers expect to have the same benefits from their banks well. Unfortunately, the retail banking industry seems to have been slow in adapting to the modern technological era. In such a scenario, customer loyalty becomes questionable with almost one-third of the customers choosing the services of a competitor bank over their initial choice. As an answer to the growing concern, Salesforce has come up with its Financial Services 