Transform transactions into meaningful customer relationships with our cutting-edge Salesforce solutions for the payments industry.
Imagine a single platform that seamlessly connects everything from customer acquisition and transaction processing to fraud prevention and personalized engagement. That’s exactly what Salesforce Customer 360 for payments delivers. With real-time insights, AI-powered automation, and a unified customer view, you can enhance security, optimize operations, and drive customer loyalty.
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Frictionless payment experiences across digital and physical channels
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Stronger customer trust with secure and seamless transactions
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Operational efficiency that reduces costs and increases revenue
Building Future Ready Payment Ecosystems
Milestone also brings deep expertise in delivering reliable, secure, and scalable payment solutions designed for today’s vigorous market. We help businesses streamline transactions, modernize infrastructure, and create seamless digital payment experiences that drive customer satisfaction and growth.
Key Salesforce Use Cases Transforming the Payments Industry
Deliver Secure & Seamless Payment Experiences
360° customer insights for personalized financial solutions
AI-driven fraud detection and real-time risk assessment
Unified omnichannel payment experiences across web, mobile, and in-store
Optimize Revenue and Reduce Costs
Automated reconciliation and transaction tracking
Smart AI-based routing to reduce failed payments and chargebacks
Personalized offers and loyalty programs to drive repeat transactions
Streamlined Merchant Onboarding
Automate merchant approvals using AI-driven KYC verification and compliance screening.
Centralized dashboards for real-time onboarding status, documentation, and transaction monitoring.
Customized onboarding experiences according to merchant profiles, business size, and industry.
Integrate onboarding processes with payment gateways, support systems, and CRM for a unified experience.
Analyze merchant profiles for potential risks and automate approvals accordingly.
Enhance Agent Productivity & Customer Support
AI-powered virtual assistants to resolve payment queries instantly
Real-time insights into transaction history and account issues
Proactive notifications and dispute resolution for better customer satisfaction
AI-Powered Payment Solutions with Agentforce
Intelligent chatbots provide 24/7 assistance for payment queries
Predictive analytics to prevent fraud and unauthorized transactions
AI-driven automation streamlining compliance and KYC verification
Sentiment analysis for improved customer engagement and retention
Our Salesforce solutions assist payment service providers, fintech companies, and banks in streamlining transaction experiences with security and compliance. AI-based fraud detection minimizes risks, while automation increases operational efficiency.
We introduce digital innovation to payments with real-time analytics, AI-driven chatbots, and intelligent automation. Predictive analytics enable companies to foresee customers’ needs and avoid transaction failure, making financial experiences smoother. Our solutions power engagement through customized payment solutions, rewards, and loyalty initiatives.
Our Payment Success Story
See how leading payment providers have transformed operations with Salesforce.
Future proof your payments business with us!
Transform your payments ecosystem today with Salesforce and Milestone Technologies.
