Data and AI in Banking and Wealth Management: Top 4 Takeaways of 2024
As 2024 draws to a close, it’s time to reflect on the whirlwind of change and innovation that swept through the financial services industry. From the rise of generative and autonomous AI to the ongoing quest for deeper customer relationships, this year has been a dynamic one. In this final blog post of 2024, I […]
Agentforce for Wealth Management: Unlocking Personalized Experiences at Scale
In the world of wealth management, personalized advice and proactive service are paramount. But as client expectations rise and portfolio complexities increase, advisors are stretched thin. Enter Agentforce, Salesforce’s generative AI solution, offering a powerful way to deliver personalized wealth management experiences at scale. Beyond robo-advisors: The Agentforce advantage In our previous exploration of Agentforce […]
Agentforce for Banking: Redefining Customer Engagement in the Age of AI
In today’s world of instant gratification, customer expectations are soaring. People demand instant, personalized service, available around the clock. Imagine this: your customers raving about your bank, not just for your friendly staff (who are undoubtedly fantastic!), but for the sheer speed and ease with which they can get support, find answers, and resolve issues […]
Designing Effective AI Agents for Maximum ROI
The rise of Large Language Models (LLMs) — and the scramble by every large technology company from Microsoft to Google to Salesforce trying to keep pace with OpenAI — presents an influx of powerful and transformational tooling for companies. Experts believe it will be the most significant change since the internet. The ability to leverage […]
7 Takeaways from Dreamforce 2024: Agentforce, Tableau Einstein, and More
Dreamforce 2024 ushered in a new era of AI, where the emphasis was on pushing beyond predictive and generative models into the world of assistive and autonomous agents. From the highly anticipated launches of Agentforce and Tableau Einstein, to deeper integrations between AI and data, here are our top takeaways from the event. 1. Agentforce […]
Reduce Client Churn with Snowflake, Salesforce Data Cloud, and AI
Demo Reduce Client Churn with Snowflake, Salesforce Data Cloud, and AI Client churn is an important metric for businesses to track, regardless of industry or company size. But how can you take action intelligently and effectively to make an impact and retain your clients? In this demo, we’ll show you how to leverage your data […]
AI in Wealth Management: Separating Hype from Reality
The wealth management world is a whirlwind of change. Client expectations are soaring, digital innovation is accelerating, and regulations are becoming increasingly complex. In the midst of this maelstrom, generative AI is touted as the next big thing, a revolutionary force poised to reshape the industry. With all the buzzwords and hype, it’s easy to […]
6 Takeaways from Snowflake Summit 2024
Snowflake Summit 2024 took San Francisco by snowstorm last week. Moscone Center was wrapped inside and out with Snowflake’s sky blue and white banners and packed with conference goers. Snowflake delivered an avalanche of announcements about new features and a clear mission to make the AI Data Cloud efficient, easy, and trusted. Customers, vendors, and […]
Einstein Copilot in Action: How to Enhance Salesforce with Generative AI
In February 2024, Salesforce introduced Einstein Copilot, a powerful Generative AI tool designed to transform the way you work in Salesforce, saving you valuable time and boosting your productivity. But how do you harness this potential? In this post, I’ll break down how Einstein Copilot works, and guide you through the process of creating your […]