While many businesses believe their IT department can handle CRM transformations, there are better choices than this. Relying solely on an internal IT team can present several challenges. Despite undergoing digital...
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Industry - Financial Services
Take a look at our Data Cloud for financial services overview
Halftime check-in: The trends for financial services in 2024 so far
As we check in with each industry halfway through 2024, it’s clear that the financial services industry is undergoing a seismic shift, driven by technological advancements, changing consumer behaviors, and evolving...
A guide to Summer ‘24 for financial services
As the financial services industry continues to evolve in the digital age, staying ahead of the curve is paramount. Salesforce regularly unveils updates to empower organizations to adapt and thrive, and the Summer '24...
Uncovering the reality of Data Cloud AI in financial services
Sixty-one percent of Americans believe AI could threaten civilization. However, 81 percent of customers prefer companies that offer a personalized experience, and 70 percent say a customized experience in which the...
Stay ahead, secure, and exceptional: How Data Cloud empowers financial services
When cybersecurity risks, compliance regulations, and evolving customer expectations impact your organization’s growth plans, what you don’t know can make all the difference. Studies show that less than 50 percent of...
The contact center solutions guide for financial services
You had me at “hello.” The power of first impressions can’t be overstated. So, welcoming a customer down the path of long-term brand loyalty with a meaningful greeting or a quick and friendly resolution isn’t a term of...
What’s new for financial services in the Spring ‘24 release
The market for financial services has had to revolutionize around customer service in the past few years more than ever. Fintech is bringing financial services closer to consumers, with transparent but secure data...
7 banking contact center pain points that are costing you valuable CX
While the financial landscape evolves at warp speed, propelled by AI-supported technological innovations and customer-centric strategies, many banking call centers remain in a vacuum of archaic protocols and...