On-Demand Webinar: AI Trends and Use Cases in the Mortgage Industry
In this webinar, our leaders discuss the biggest AI trends in the mortgage industry and the particular use cases around acquisition, growth, service, and recapture.
AI In Banking: What Are the Most Prominent Use Cases?
Over the past few years, A.I. and machine learning have disrupted the entire landscape of how we consume products and services as customers. This trend continues as more companies are starting to realize the benefits of incorporating big data and machine learning into their business models and as a part of the services they offer. […]
The Mortgage Lending Experience is Improving Thanks to AI
Were you one of the many people who purchased or even refinanced a house in the last two years? You wouldn’t be alone. Today’s world is more and more about the customer experience and how we are treating the customer throughout the process. Imagine how putting the customer first would shake up the mortgage industry […]
How AI And Machine Learning Are Helping The Insurance Industry
Artificial intelligence (AI) is a technology that enables computer systems to accomplish tasks that would normally require human interaction. The use of AI has increased exponentially across all industries over the past several years. AI can help automate labor intensive processes, leading to lower costs and saved time. It can also be used to understand […]
On-Demand Webinar: Unlock Customer 360° with Data Agility: Win More Customer Wallet Share in Banking and Insurance
On-Demand Webinar Unlock Customer 360° With Data Agility: Win More Customer Wallet Share in Banking and Insurance Businesses and consumers have high expectations for their relationships with their banking and insurance providers. They expect a consumer experience at every point of engagement with relationship managers and agents, customer service, and marketing/promotions. Your frontline workers and […]
On-Demand Webinar: Wealth Asset Management Demo: Reduce At-Risk Assets with Predictive Insights in Tableau
Wealth Asset Management Demo Reduce At-Risk Assets with Predictive Tableau Insights Surfaced in Slack Overview How can wealth asset management firms identify and solve for client attrition? Get a firsthand look at our business science embedded predictive dashboard built in Tableau and see the value of easily accessible, meaningful insights. You’ll see at-risk assets, percentage […]
5 Benefits of Salesforce Financial Services Cloud
How does your financial firm manage relationships and deliver personalized service? The ways we maintain customer relationships has changed for the better in large part due to the capabilities brought by CRM. However, building relationships with new and existing customers, increasing revenue, and delivering the right personalized information at the right time takes a specialized […]
On-Demand Webinar: AI Trends and Use Cases in the Mortgage Industry
In this webinar, our leaders discuss the biggest AI trends in the mortgage industry and the particular use cases around acquisition, growth, service, and recapture.
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 […]