Whitepaper: Driving Salesforce Financial Service Cloud Adoption at Banks
WHITEPAPER Driving Financial Services Cloud Adoption at Banks It’s no surprise that many banks are choosing Salesforce Financial Services Cloud (FSC). With tools that enable bespoke experiences for customers, automation that boosts productivity, AI-powered insights, and more, the platform is a natural fit for key decision makers. But what about end users? They’re the ones […]
Leveraging Salesforce to Identify Growth Opportunities in Wealth Management Using Lookalike Audiences and Machine Learning
Contributor: Gene Zeyger From acquisition to growth and retention, one of the focus areas for many wealth management firms in this turbulent market is building better relationships with their clients. One way of doing that is to understand what the similar clients are doing, not only from an investment perspective, but across the board. Who […]
Predictive Analytics In Banking: How It Helps Lenders Succeed
Predictive Analytics has the power to revolutionize almost any industry. It’s especially useful for financial institutions like banks and fintech firms because they help gain access to the subconscious behavior of customers. This includes their spending and saving habits, social habits, and more. We can use this data to personalize service for customers and customize […]
Unlock Customer 360° with Data Agility: Win More Customer Wallet Share in Banking and Insurance
Webinar Unlock Customer 360° with Data Agility: Win More Customer Wallet Share in Banking and Insurance
On-Demand Webinar: Trends in Financial Services with Salesforce Artificial Intelligence
On-Demand Webinar Trends in Financial Services with Salesforce Artificial Intelligence
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 […]