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Oct 27, 2021 By Salesforce

Financial Services in a Post-Pandemic World: What’s Changed?

Entrepreneur and financial services expert Mark Bouris dives deep into the changing face of financial services and takes stock of not only how far the industry has come in a short time – but also where it’s heading.... Read More

Financial Services, Leadership Insights, Research, Digital Transformation, Innovation

Sep 30, 2021 By Salesforce

Dreamforce to You Industries Summit 2021: 8 Best Moments

We wrapped up the main insights from industry experts such as Australian Retailers Association CEO Paul Zahra, innovator and entrepreneur Mark Bouris and local Trailblazers during the Dreamforce to You Industries Summit.... Read More

Dreamforce, Events, Consumer Goods, Financial Services, Retail

Sep 20, 2021 By Salesforce

How RACV Is Driving the Future of Customer Experience in Insurance

Customer expectations in insurance have transformed in recent years. Leaders from RACV share how they’re capitalising on this momentum to create amazing experiences that build loyalty and trust.... Read More

Financial Services, Customer Experience, Customer Service, CRM, Research, Trailblazer Story

Sep 13, 2021 By Salesforce

Open Banking: How to Tick the Customer Experience Box According to Frollo

Open Banking in Australia is introducing previously unimagined levels of customer experience. We spoke with Frollo’s CEO Gareth Gumbley to find out how banks can get started.... Read More

Financial Services, Digital Transformation, Customer Experience

Aug 25, 2021 By Stuart Ward

How to Make Personalisation Part of Every Financial Services Experience

Personalisation in financial services is quickly becoming a must have. Salesforce’s Stuart Ward draws on insights from new research to discuss how banks and insurers can use data and technology to create the personalised experiences customers crave.... Read More

Financial Services, Research, Digital Transformation, Personalization, Customer Experience

Aug 11, 2021 By Salesforce

4 Fintechs Using Digital Innovation to Disrupt the Status Quo

In today’s financial services landscape, personalisation and great digital experiences are becoming a must to stay competitive. Here’s how four fintechs are challenging the status quo and raising the bar to meet new customer imperatives.... Read More

Customer Experience, Digital Transformation, Financial Services, Omni-channel, Personalization

Jul 27, 2021 By Salesforce

New research reveals key digital transformation insights on the future of the financial services industry

The crises of the past year have challenged the financial services industry and presented it with opportunities. With consumer advocacy on the rise, now is the time for the industry to create the personalised digital experiences their customers want. Here’s the research that shows how.... Read More

Financial Services, Research, Digital Transformation, Personalization, Innovation, Customer Experience

May 20, 2021 By Salesforce

3 Finserv Leaders Share Their Secrets to Creating Great Customer Experiences

In an age of tech-savvy customers and digital disruption, it’s important that financial services companies keep their finger on the pulse of what people want and need. Three finserv leaders share how to translate these insights into products people love.... Read More

Financial Services, Customer Experience, Digital Transformation

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

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