Q2 HDX

Q2 HDX lets FIs deliver outstanding account holder experiences by merging digital and in-person interactions into one interface within Financial Services Cloud or Sales Cloud. Customer service representatives (CSRs) at FIs have historically had a limited view of their account holders’ user profiles and have had to access multiple separate systems to serve their customers. Now CSRs can access digital banking channels directly through Salesforce as they work with clients to manage their cases and meet their needs.

HDX provides a complete view of each account holder and enables FIs to deliver improved financial experiences by sharing intelligent customer insights directly from Q2’s digital solutions. These insights will drive personalized relationships, help FIs target product offerings, and enable CSRs to better manage customer service requests via integration with Financial Services Cloud.

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