On-Demand Webinar

Trends in Financial Services with Salesforce Artificial Intelligence

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Agenda:

  • Defining the Intelligent Experience for Financial Services
  • Common Use Cases
  • Best Practices for Data Modeling and Analytics
  • Actioning the Insights
  • Aligning to Strategy

Laura Koch

VP Customer Engagement

Atrium

John Hackbart

Lead Solution Engineer

Salesforce

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, descriptive analytics, and recommended actions for your team.