Skip to content

Banking Industry

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 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