Intro

Hi (Prospect name), this is (Caller Name) calling from RavenConnects on behalf of Salesforce , how are you today?

Reason for calling

The reason for the call is that we have a report from Merkle that looks at how Standard Bank in Switzerland leverages AI and automation to prioritize customer satisfaction, while optimizing the efficiency of their customer relationship teams. Also, learn how to benefit from data-driven marketing and secure cloud hosting to enhance the personalized customer experience and establish resilient foundations for your banking needs in Switzerland.

Would it be ok for me to send this report to the email I have for you here?

If no: politely close the call.
If yes: confirm the email address, job title and company name.

Compliance Opt-in:

Just before I send the report over to you, can I gain your consent to store your business information and share this with Salesforce who may contact you as a follow-up and answer any questions you might have? Send Asset: If yes: One moment while I send you the report - submit the form and wait for the success message If error on submit: I’m sorry, can I ask you to confirm your email please?

On success: That’s great

I’ll send the report over shortly. On behalf of RavenConnects, thank you for your time and have a great day.

Is your bank taking a client-centric approach to customer experience in Switzerland?