Salesforce’s Anthony Rizzo Discusses Financial Services Customer Success

The expectations we have for customer success in financial services are changing. To explore the market and talk about major emerging themes from the Salesforce perspective, our CEO Chris Heineken spoke with Anthony Rizzo (Senior Vice President, Customer Success, Financial Services at Salesforce). They discussed the top success patterns that separate average Salesforce outcomes from […]

The Next Normal in Banking: How to Reimagine Customer Experience Profitably

Everyone wants to get back to business as usual, and perhaps none more so than those in financial services and healthcare — two industries that shape our everyday experiences. From a macro perspective, while banks were already evolving how they offered their products and services prior to COVID-19, the pandemic has consequently accelerated consumer adoption […]

Current Mortgage Industry Challenges and Opportunities to Watch

The mortgage industry is going through changes involving a great deal of evolution around tracking applications, approvals, and servicing customers in more intuitive ways. We spoke with some of our team members across Salesforce and strategy consulting and customer engagement to dig into the main obstacles facing mortgage lenders today, as well as the unique […]

The Power of AI for Financial Services – Q&A

The financial services industry is always looking for better ways to engage clients and create a unique, personalized experience and meaningful financial health insights. In order to strengthen those relationships and increase customer loyalty, those organizations are turning to the power of AI. We sat down with Laura Koch, Atrium’s VP of Customer Engagement, to […]

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, […]