Pre-Built Snowflake Dashboards to Bring Your Sales Data to Life
Any and every interaction within your organization and with your customers, prospects, vendors, and partners is a data point. This massive amount of data can either be immensely valuable to your business — or completely overwhelming. Whether or not your data is a burden or a boon depends on your ability to analyze and visualize […]
Data and AI in Banking and Wealth Management: Top 4 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 […]
Customer Data Strategy Isn’t a Technology Issue, It’s a Business Issue
As businesses diversify the systems they use to get work done, “data strategy” is a phrase thrown around a lot in the consulting industry. But what does it mean in today’s business context? While specialized technology exists to accomplish specific tasks, data strategy concepts encourage a systematic approach to building and maintaining data storage standards […]
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 […]
Churn Analytics and Its Role in Modernizing Your Business
Service modernization has become increasingly important as the economy begins to scale. Service providers are modernizing and expanding at a rate that we have never experienced. Improving customer experience comes top of mind for many leaders in the service space. However, the attempt to modernize your service business means you will have to solve some […]
Change Enablement is a Top Priority for Your Team… Here’s Why
Every organization will, at some point, go through a transition of technology or process that will impact how the organization runs. Whether it’s implementing a new sales enablement tool, applying model insights to daily processes, or even tweaking the process of how tasks and activities are managed, these changes can have a significant impact on […]