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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

Aug 31, 2018 By Adrian Towsey

AI for small business – it’s a game-changer

Artificial intelligence is giving businesses a real advantage. Early adopters are reaping the benefits of it, and small business can’t afford to be left behind.... Read More

Small Business, Artificial Intelligence, Financial Services

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

May 16, 2018 By Salesforce

How tech is helping financial services tackle a customer crisis

The most urgent challenge facing financial services companies is the need to rebuild and gain customer trust. Trailblazing finservs are using tech to do it.... Read More

Financial Services, Trailblazer Story, Innovation

Feb 20, 2018 By Salesforce

How technology is helping Good Return help others

Savvy financial services players are using technology to unlock their organisation's full power – and in Good Return’s case this is the power of good. ... Read More

Financial Services, Financial Services Cloud, Not for Profit, Salesforcetour, Events

Nov 01, 2017 By Rohit Mahna

Financial services: Digital disruption creates digital opportunity

Financial services is being upended by new customer expectations and savvy fintech startups. But, the flip side of digital disruption is digital opportunity.... Read More

Financial Services, Digital Business, Customer Experience

Oct 12, 2017 By Sascha Ambrose

How the insurance industry can use artificial intelligence to boost trust

Insurance is about developing trust and strong customer relationships. Artificial intelligence is helping insurers do just that, at scale.... Read More

Financial Services, Einstein, Customer Experience, Artificial Intelligence

Jul 19, 2017 By Vincent Cotte

Loyalty is revenue. Here’s how customer service can boost both

Customer service is the ultimate customer experience enabler. Here are three ways financial services can boost service satisfaction, loyalty, and revenue.... Read More

Service, Financial Services, Sales, Customer Experience

Jun 23, 2017 By Salesforce

How to achieve customer-centricity in financial services

Superannuation fund Mercer is transforming its business by prioritising customer-centricity – a feat only possible through technology.... Read More

Customer Experience, Financial Services, Customer Success, Success Stories, Customer Story

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