Agentforce for Banking: Redefining Customer Engagement in the Age of AI
In today’s world of instant gratification, customer expectations are soaring. People demand instant, personalized service, available around the clock. Imagine this: your customers raving about your bank, not just for your friendly staff (who are undoubtedly fantastic!), but for the sheer speed and ease with which they can get support, find answers, and resolve issues […]
Salesforce Core: 5 Things to Know About the Future of Financial Services Cloud
Remember when Salesforce first launched Financial Services Cloud in 2016? The managed package brought a standardized data model that revolutionized how banks, credit unions, and implementation partners worked with Salesforce. It was a game-changer! But Salesforce hasn’t stood still. Since 2019, they’ve been steadily enhancing the core platform, driven by the need for greater performance […]
9 Powerful Analytics Applications and Dashboards for Insurance
Data-driven decision-making is more important than ever in insurance. Carriers, brokers, and agencies rely on data to build relationships, deliver personalized experiences, and drive important business outcomes like policy retention and growth. But how can you make more effective use of your data? The right analytics applications certainly help, and with tools like Tableau and […]
Must-Attend Financial Services Sessions and Events at Dreamforce 2024
Dreamforce is the premier destination for financial services leaders looking to gain a competitive advantage with new CRM data strategies, product roadmaps and announcements, and industry insights from competitors and peers in the space. You name it, there’s a session for it. But sifting through the official agenda, partner sites, and social media can be […]
AI in Wealth Management: Separating Hype from Reality
The wealth management world is a whirlwind of change. Client expectations are soaring, digital innovation is accelerating, and regulations are becoming increasingly complex. In the midst of this maelstrom, generative AI is touted as the next big thing, a revolutionary force poised to reshape the industry. With all the buzzwords and hype, it’s easy to […]
On-Demand Webinar: Unlocking Data Security and Optimization in Financial Services: Strategies for Success
On-Demand Webinar Unlocking Data Security and Optimization in Financial Services: Strategies for Success The financial services industry is undergoing a profound transformation, in which data has emerged as a cornerstone of operations. Watch and learn from leaders at Atrium, Salesforce, and Odaseva. In this session, they detail how to stay competitive and resilient, harness data […]
A Beginner’s Guide to CRM Analytics for Financial Services
In the fast-paced world of financial services, data is your most valuable asset. But are you truly maximizing its potential? CRM Analytics (CRMA) can be your key to unlocking hidden insights, driving personalized client experiences, and making informed decisions that fuel growth. CRMA is a dynamic visualization tool that not only provides consistent insights across […]
On-Demand Webinar: Expanding Your Book of Business in Financial Services with Salesforce CRM Analytics
On-Demand Webinar Expanding Your Book of Business in Financial Services with Salesforce CRM Analytics Watch our on-demand webinar to learn about the latest trends and best practices in financial services data analytics and explore Salesforce CRM Analytics (CRMA), the powerful tool designed to transform how today’s market leaders leverage data for growth and success. Get […]