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State of the
Connected Customer

Discover the trends shaping the
future of customer engagement.

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Sales enablement essentials

How-to’s, tips and resources to fuel your sales enablement and deliver what today’s customers want.

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Be inspired by our customers

From the challenges to the achievements, discover stories that will inspire growth ‒ with heaps of handy tips along the way.

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Leadership insights

Founders, CEOs, leaders of all stripes share their tales of blazing new trails in their lives, careers and companies.

EXPLORE SERIES

Nov 10, 2022 By Shreya Sethi and Ben Chesterman

How to Beat the Market During a Downturn

Even during periods of economic disruption, the economy is not your destiny. Here’s what your business can do to strike a winning balance between quick wins and long-term strategic objectives.... Read More

Financial Services

Sep 20, 2022 By Gayan Benedict

New Report Reveals How Financial Services Institutions Can Accelerate Value Creation

Salesforce and BCG’s latest report charts how financial services institutions can mobilise platforms to cut costs, boost productivity and enhance efficiency.... Read More

Financial Services

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

Jul 08, 2022 By Shreya Sethi

Financial Services Are Missing the Mark With Customers — Here’s Why

What do consumers want? New research on the future of financial services points to the common areas where many are still falling short and 4 ways to start repositioning for sustainable growth.... Read More

Financial Services

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

May 20, 2022 By Stuart Ward

Prospa and Nano Digital Home Loans Show How Tech-Driven Finserv Can Retain a Human Touch

Customers now expect more convenience and personalisation from financial services, but how can leaders also ensure a focus on building relationships? Find out from fintech leaders Nano Home Loans and Prospa.... Read More

Financial Services, Research

Mar 21, 2022 By Salesforce

Infographic: 5 Ways the Banking Industry Can Improve the Customer Experience

The banking industry has made great strides in improving customer trust and advocacy. To capitalise on this momentum, here are five research-backed ways it can improve the customer experience.... Read More

Financial Services, Infographics, Research

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

Dec 01, 2021 By Salesforce

Why Super ‘Stapling’ Has Made Member Engagement a Top Priority for Superannuation Funds

Updated super fund regulations are motivating funds to amp up customer engagement. Personalisation, education and digitisation will be key to customer retention and acquisition as old customer streams disappear thanks to super ‘stapling’.... Read More

Financial Services, Customer Engagement, Personalization

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Editors' Picks

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Featured

Sales enablement essentials

Be inspired by our customers

Leadership insights

How to Beat the Market During a Downturn

New Report Reveals How Financial Services Institutions Can Accelerate Value Creation

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

Financial Services Are Missing the Mark With Customers — Here’s Why

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

Prospa and Nano Digital Home Loans Show How Tech-Driven Finserv Can Retain a Human Touch

Infographic: 5 Ways the Banking Industry Can Improve the Customer Experience

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

Why Super ‘Stapling’ Has Made Member Engagement a Top Priority for Superannuation Funds

Editors' Picks

How customer service changed in 2020

CRM 101 for sales leaders

3 years of customer engagement trends

Americas

Europe, Middle East, and Africa

Asia Pacific