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 […]
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 […]
Is Your Bank (Really) Their Primary Financial Institution?
In today’s rapidly evolving financial landscape, outdated methods for identifying primary clients cost banks revenue and growth potential. Competitors who use data to identify their clients’ primary financial institutions are gaining an edge over banks with a limited understanding of their most valuable customers. The concept of a “primary client” is essential for driving customer […]
Whitepaper: The Future of Data in Banking: Getting Ahead with Advanced Analytics
WHITEPAPER The Future of Data in Banking: Getting Ahead with Advanced Analytics Data has emerged as a central pillar of modern banking operations. With the shift toward digital-forward customer preferences, the volume and variety of data that is generated has surged — creating complex challenges and opportunities for banks to get ahead of traditional peer […]
Thriving in the Digital Era: 7 Reasons Banks Can’t Afford to Ignore AI
Imagine a digital landscape where bank branches stand eerily quiet, their once bustling interiors now vacant. For many banks today, this is a reality as the shift toward digital banking and online transactions reshapes the banking sector and revolutionizes how customers manage their finances, leaving physical branches devoid of the crowds they once attracted. The […]
The Rise of AI in Financial Services: Balancing Fear and Opportunity
AI and data analytics have become indispensable tools for banks that seek to thrive now and in the future. The integration of AI into major platforms like Salesforce, coupled with the power of tools such as Tableau and CRM Analytics, has made the benefits of AI more accessible than ever in the financial services industry. […]
How Financial Services Firms Can Inform Decision-Making with Ethical Data Handling
In today’s data-driven world, organizations have access to massive amounts of data that can provide valuable insights and drive informed decision-making. Embarking on a data or analytics project like implementing Salesforce Data Cloud can be an especially exciting endeavor for organizations. It holds the promise of unification, valuable insights, and informed decision-making that can be […]
Want to Understand Deposit Relationships? You Need to Unify Customer Data
Maintaining strong customer relationships is paramount, but meeting evolving and complex customer expectations has become increasingly challenging. In today’s landscape, financial institutions are no longer solely evaluated against their industry peers but rather against the customer experience observed across all facets of an individual’s life. Customers expect their financial services provider to have up-to-date and […]