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Salesforce AI Agentforce Support

Manage Sales, Accounts, Marketing, and Data All on Salesforce’s AI platform

Salesforce’s Customer 360 enables companies to connect and empower their entire organization spanning Marketing, Sales, Service, Data, IT and Analytics. Agentforce enables producers and account managers to hand off manual work so they can focus on deepening trusted client relationships and growing revenue. Our AI-driven, connected platform helps businesses optimize costs, reduce complexities via system consolidation, and maximize your ROI. Customers achieve these goals with… Read More »Manage Sales, Accounts, Marketing, and Data All on Salesforce’s AI platform

Financial Services CRM 2025

Financial Services + Salesforce Trends

  • CRM

During economic uncertainty, geopolitical volatility, and rising costs, customer relationships with financial institutions — such as banks, insurers, and wealth managers — are rapidly transforming. Customers are looking to their financial institutions (FSIs) for guidance on navigating the current economic environment. They also want a frictionless hybrid experience, combining both digital and human interactions, proactive outreach, personalized treatment, and an empathetic human touch — and… Read More »Financial Services + Salesforce Trends

Salesforce for Insurance Industry

Salesforce Customer 360 for Insurance

Transform your business with Salesforce’s Customer 360 for Insurance. The right technology investments and AI innovation will allow insurance companies to cut costs, reduce complexities by consolidating systems, and maximize their ROI. Salesforce is the world’s #1 AI CRM that empowers insurance businesses with unmatched integration, intelligence, automation capabilities, and open, low-code / no-code applications to help them exceed business goals. Salesforce’s Customer 360 for… Read More »Salesforce Customer 360 for Insurance

salesforce banking service guide

New Service Models for Banking with Salesforce

Today’s digital environment offers a unique opportunity for financial services companies to create and access a complete view of their customers, thus improving the experience at every angle. Such transformation is long overdue in financial services, which has traditionally lagged other industries when it comes to service innovation. While financial services companies face unique barriers to unifying customer data, the benefits are too compelling to… Read More »New Service Models for Banking with Salesforce

salesforce AI for insurance companies

AI + Salesforce Delivers Efficient Personalization

  • CRM

Throughout the financial services industry, customers are looking for more personalized, streamlined and convenient experiences without compromising on trust and security. The insurance industry has already made strides to adapt to these trends by seeking out ways to automate operations and use artificial intelligence (AI) to generate insights and predict trends in a bid to become more agile and responsive as an organization as well… Read More »AI + Salesforce Delivers Efficient Personalization

salesforce AI for wealth management

Salesforce Redefines Wealth Management with AI

The AI Revolution Of all the technological innovations since the birth of the internet, artificial intelligence (AI) is in a class by itself. By improving personalization and customer experiences, firms can future-proof and grow business over the long-term. And by prioritizing AI and a data-driven culture, wealth management firms can speed up their ability to analyze and act on vast amounts of data, accelerate productivity… Read More »Salesforce Redefines Wealth Management with AI

salesforce idc marketscape report 2023

Salesforce in IDC MarketScape Report

P&C Intelligent Underwriting Workbench Applications 2023 Vendor Assessment IDC OPINION The commercial property and casualty (P&C) insurance outlook faces challenges from economic uncertainties, mounting regulatory compliance complexity, ever-demanding digital customer expectations, structural changes in the risk landscape, and rising claims inflation. While recent years saw strong financial performance driven by risk-adjusted rate hardening, commercial carriers are now confronted with slowing rate growth and uncertainty in… Read More »Salesforce in IDC MarketScape Report

global finance using Salesforce

How Financials Services Prepare for AI

Data is in The Spotlight for Financial Services The financial services industry — from the boardroom to the customer — finds itself in a transformative era. Banks, insurers, and financial services firms are hyper focused on expanding existing relationships and attracting new customers. They’re doing it by putting an operational spotlight on cultivating more immersive experiences while simultaneously curbing costs — with an eye on… Read More »How Financials Services Prepare for AI

salesforce AI banking

AI Impact on Salesforce & Banking

AI will fundamentally change the banking industry — and society — in a positive way. New roles will be created, such as generative AI security or generative AI customer service. AI can make it easier to help customers with long-term financial planning, decide when to pay off their mortgage, or how to grow their retirement savings. The immediate imperative is to learn and keep up… Read More »AI Impact on Salesforce & Banking

Salesforce for Wealth Management

RBC Wealth Management Transformed Its Technology and Productivity with Salesforce

You can too! Many wealth management companies understand the benefits of implementing digital technologies. The struggle is in taking a daunting project and making it manageable from a technological standpoint while also getting advisors to adopt the new digital tools and processes. This is where Royal Bank of Canada (RBC) Wealth Management found itself. While a successful business, it was near the bottom of the… Read More »RBC Wealth Management Transformed Its Technology and Productivity with Salesforce