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, […]