ThoughtSpot Embedded Analytics and AI Tools: 5 Features to Supercharge Your Data

In today’s world, the volume of data available to businesses is staggering. According to a survey from Gartner, 47% of employees struggle to find the information or data needed to effectively perform their jobs. In other words, the majority of businesses struggle with the ability to extract meaningful insights that contribute to making informed decisions. […]

Data and AI in Banking and Wealth Management: Top 4 Takeaways of 2024

Data and AI in Banking and Wealth Management Top Takeaways of 2024

As 2024 draws to a close, it’s time to reflect on the whirlwind of change and innovation that swept through the financial services industry. From the rise of generative and autonomous AI to the ongoing quest for deeper customer relationships, this year has been a dynamic one. In this final blog post of 2024, I […]

On-Demand Webinar: Beyond the Buzz: Unlocking Real-World Value with AI

Beyond the Buzz Unlocking Real-World Value with AI

On-Demand Webinar Beyond the Buzz: Unlocking Real-World Value with AI The AI revolution is here, and it’s transforming how businesses operate. But with so much hype, it can be hard to know where to start. In this webinar, we’ll cut through the noise and provide a clear roadmap for leveraging AI to achieve your business […]

Predicting Customer Churn: 6 Steps to AI Data Modeling in Snowflake

Predicting Customer Churn with AI Data Modeling in Snowflake

Many companies want to take advantage of AI, machine learning (ML), and analytics to make smarter, more proactive business decisions. Predictive analytics is especially important in situations where organizations seek to get ahead of problems like customer churn. Imagine if an organization like a bank or a software company could know beforehand that a customer […]

How to Leverage AI for Customer Retention and Avoid Unnecessary Attrition

AI for Customer Retention

Customer churn is one of the most costly business challenges — and often one of the hardest to solve. Adding predictive and generative AI technologies can make an immediate impact on retention numbers. And, when implemented strategically, these tools have the potential to completely transform the way customer service and support teams operate. Researchers at […]

Agentforce in Action: A Real Example of Using Agents in Salesforce

Agentforce in Action: A Real Example of Using Agents in Salesforce

Agentforce represents a major shift in Salesforce’s strategy and will likely radically change the way users interact with their CRM in the future. By enabling both assistive AI, which provides augmentative generative AI-fueled capabilities like summaries and sales emails, and autonomous AI, which enables an agent to take on automated actions without a person at […]

Agentforce Retention Agent

Atrium Retention Agent

Retention Agent identifies at-risk customers and provides personalized recommendations to re-engage them.

Agentforce for Wealth Management: Unlocking Personalized Experiences at Scale

Agentforce for Wealth Management

In the world of wealth management, personalized advice and proactive service are paramount. But as client expectations rise and portfolio complexities increase, advisors are stretched thin. Enter Agentforce, Salesforce’s generative AI solution, offering a powerful way to deliver personalized wealth management experiences at scale. Beyond robo-advisors: The Agentforce advantage In our previous exploration of Agentforce […]