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 […]
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 […]