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Aug 12, 2022 By Salesforce

Financial Services Have Slipped for A/NZ Customers — What Needs to Change?

ANZ customers want better digital experiences from their financial service providers. Get into their state of mind to learn what needs improvement.... Read More

Financial Services, Financial Services Cloud, Customer Experience, Research

Jun 08, 2022 By Salesforce

The Case for Connected Compliance in Financial Services: How Fragmented Approaches Slow Down Providers

How can finserv providers address current regulations and prepare for new ones? Find out why a connected approach is a critical part of the answer.... Read More

Financial Services, Financial Services Cloud

Feb 01, 2022 By Salesforce

Openpay's CEO Shares 3 Customer Experience Lessons From the 'Buy Now, Pay Later' Revolution

‘Buy now, pay later’ fintech companies have transformed layby for the 21st century, and learned important lessons along the way. Dion Appel, CEO ANZ at Openpay, shares his thoughts about the benefits and challenges of personalisation.... Read More

Financial Services, Financial Services Cloud, Research, Customer Experience, Customer Engagement, Personalization

Apr 07, 2021 By Salesforce

Relive The Highlights From 3 Salesforce Live: A&NZ Episodes

Did you miss any of the action from the Salesforce Live: A&NZ retail and consumer goods, finserv or sales episodes? Don’t worry – we’ve got all the highlights here, plus info on where you can tune in to learn more.... Read More

Customer Success, Digital Transformation, Future of Work, Customer Engagement, Customer Experience, Financial Services, Financial Services Cloud, Retail, Sales, Sales Cloud, Consumer Goods

Nov 04, 2020 By Esse Spadavecchia

How Data and Personalisation Helped Mortgage Lending Platform Athena Build Its Brand and Reputation

When you’re a new player in a well-established industry like mortgage lending, it’s hard to make yourself stand out. Lending startup Athena’s Chief Experience Officer Esse Spadavecchia shares how data and personalisation become powerful differentiators.... Read More

Financial Services, Financial Services Cloud, Data Management, Personalization, Customer Experience, Analytics

Aug 16, 2019 By John Moran

Financial Services Basecamp highlights: Open banking, trust, compliance and the future of banks

‘Digital transformation’ isn’t about efficiency, and open banking isn’t about compliance. Both are about building trust by improving both CX and EX, empowering staff to deliver consistently excellent outcomes to customers at every interaction. ... Read More

Financial Services, Financial Services Cloud, Trailblazer Story, Events

Oct 03, 2018 By Stuart Ward

User Experience to take centre stage on eve of open banking in Australia

With Australian laws changing to allow data flow between financial services through open banking, creating 1:1 customer experiences becomes a priority.... Read More

Financial Services, Financial Services Cloud, Customer Experience, User Experience, Service

Sep 12, 2018 By John Moran

Trust is not a campaign, it demands sustained effort

If banks are to compete with fintech disruptors, they must cut through the noise, address the key trends to earn trust and compete on customer experience.... Read More

Financial Services, Financial Services Cloud, Industry Report, Data Management

Jul 31, 2018 By Stuart Ward

Why financial services need to achieve compliance by design

Financial services firms need to do more than talk about compliance. Restoring trust takes more than a campaign. An urgent pivot to a customer centric culture, supported by robust capabilities in compliance and risk management is needed.... Read More

Financial Services, Financial Services Cloud, Industry Report, Customer Success

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