Trends in Financial Services
with Salesforce Artificial Intelligence
REGISTER TO VIEW
Defining the Intelligent Experience for Financial Services
Common Use Cases
Best Practices for Data Modeling and Analytics
Actioning the Insights
Aligning to Strategy
VP Customer Engagement
Lead Solution Engineer
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.