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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.

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Mar 22, 2021 By Brett King

Has the Financial Services Industry Changed for the Better?

This past year saw changes sweep through financial services. How has the industry adapted, and what changes are on the horizon? Futurist Brett King shares his predictions.... Read More

Financial Services

Mar 09, 2021 By Stuart Ward

Now is the time for financial services organisations to prepare for DDO (RG 274) IDR (RG 271)

October 5 is D-day for DDO and IDR changes. Here’s why a digital response to the new regulations is your FinServ organisation’s best bet.... Read More

Financial Services

Dec 03, 2020 By Sascha Ambrose

The New Evolution of Digital Transformation for the Insurance Industry

With many insurance companies struggling with basic digital experiences, Salesforce’s acquisition of Vlocity is a game-changer for vertical solutions. Sascha Ambrose, VP Enterprise Sales, Financial Services, explains why this is big news for the insurance industry.... Read More

Customer Experience, Customer Engagement, Digital Transformation, Financial Services, IT

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

Jul 27, 2020 By Salesforce

The Future Of Financial Services: 4 Highlights From Salesforce Live

Last week’s Salesforce Live for Financial Services event was packed with thought leadership, practical expertise and advice to help financial services organisations and their leaders plan for a future that has been brought dramatically closer by COVID. Here we’re sharing the highlights.... Read More

Digital Transformation, Events, Innovation, Financial Services

Jul 09, 2020 By Salesforce

4 ways banks can increase customer happiness with connected CX

Whether applying for a loan, opening an account, suspending a misplaced card, selecting insurance, funding a term deposit or just making a straightforward payment, today’s consumers expect to be able to do it all quickly, easily and from their preferred devices.... Read More

Customer Experience, Artificial Intelligence, Financial Services, Customer Engagement

Jul 02, 2020 By Brett King

The Future of Financial Services: Digital Customer Engagement

COVID-19 has accelerated change across financial services, altering consumers’ behaviour and expectations, as well as operating models and value chains. In the lead-up to Salesforce Live for Financial Services our keynote speaker Brett King shares his insights into the future of financial services.... Read More

Digital Transformation, Financial Services, IT

Jun 29, 2020 By Salesforce

Help Customers Navigate Financial Uncertainty With Connected Digital Banking

Financial services providers around the world are helping millions of people and businesses manage financial uncertainty. Here are 3 guiding principles for tech leaders looking to digitise and connect the systems, processes and key channels that support increased customer demand.... Read More

Financial Services, Leading Through Change, Digital Transformation

Jun 25, 2020 By Stuart Ward

4 disciplines that create transformational mindsets for financial services leaders

Do you have the behavioural data that tells you when someone is thinking of buying a home? Can you talk to that person when they’re thinking of buying a home, on the platform they want to talk? Can you do all of this at scale? Changing this is, in many cases, a question of leadership’s mindset.... Read More

Innovation, Financial Services, Digital Transformation, Leadership

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