Agentforce for Wealth Management: Unlocking Personalized Experiences at Scale
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 […]
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 […]
On-Demand Webinar: Build a Strong Bank-Wealth Referral Program with Salesforce Financial Services Cloud
On-Demand Webinar Build a Strong Bank-Wealth Referral Program with Salesforce Financial Services Cloud Banks possess a treasure trove of information about their clients — from life events and financial goals to risk tolerance and investment preferences. This deep client knowledge presents the opportunity to foster a collaborative relationship between banks and wealth advisors, built on […]
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 […]