On-Demand Webinar: Trends in Financial Services with Salesforce Artificial Intelligence

On-Demand Webinar Trends in Financial Services with Salesforce Artificial Intelligence Overview This webinar focuses on common use cases in Financial Services for embedding intelligence into the Relationship Manager’s use of Salesforce – whether you are a Banker, Wealth Advisor, or Insurance Agent. Understand how data from Salesforce and other external systems can provide predictive capabilities, […]

On-Demand Webinar: Key Lessons for How to Improve Customer Retention with Salesforce Analytics and AI

This webinar will focus on how to use Analytics and Ai to drive customer success and reduce customer attrition. Understand how to fuse predictive insights with actions within your Salesforce environment to ensure customers stay sticky. We’ll also review best practices for measuring the impact of churn and how to surface Next Best Actions to take preemptive action when customers are at risk for attriting.