360 PERSPECTIVES

How To Connect Silos
and Put Customers First

Nov 02, 2019 By Neeracha Taychakhoonavudh

What Not to Miss at Dreamforce ‘19 for Industries

Here at Salesforce, our Industries team has a clear goal: to deeply understand our various industry customers and deliver new products and solutions custom-built to meet the needs for those industry markets. This year at Dreamforce, we offer more than 200 sessions showcasing real-world customers,... Read More

Salesforce Ohana, Financial Services, Public Sector, Retail, Healthcare & Life Sciences, Dreamforce

Sep 04, 2019 By Matthew Cameron

Four Ways Banks Can Transform Service Engagement

Today’s banking consumers live in a digital-first world, and this is especially true when it comes to their expectations of customer service. After all, 81% of customers attempt self-service before seeking further support. Perhaps they’ve lost their bank card or want to order new checks. Or they... Read More

Customer Service, Customer Experience, CRM, Financial Services, Financial Services Cloud

Jul 22, 2019 By Marta Lawrence

7 Ways Financial Services Marketers Can Lead Digital Transformation

“Marketers need to stop thinking of themselves as ‘just marketers.’ You are now an IT department, a service organization. You are enterprise-wide,” said Lisa Nicholas, president of DBS, a Texas-based credit union service organization (CUSO) affiliated with the Credit Union of Texas. Nicholas is... Read More

Financial Services, Marketing, Marketing Cloud

May 02, 2019 By Rohit Mahna and Piercarlo Gera

The Power of Customer-Driven Digital Transformation in Financial Services

There is a lot of money being left on the table by financial services firms — specifically banks and insurance companies — that are not pursuing a customer-friendly digital transformation to drive higher growth rates. This insight comes out of the 2019 Accenture Global Financial Services Consumer... Read More

B2C Marketing, Customer Experience, Financial Services, Research, Thought Leadership

Apr 22, 2019 By Marta Lawrence

Three Trends Every Financial Services Marketer Needs to Prepare for the Future

Three trends every financial services marketer needs to prepare for the future Most financial services marketers recognize that digital channels are more effective than other more traditional means, yet they don’t find themselves to be “digital-ready,” according to new joint research by Digital... Read More

Digital Marketing, Marketing, Financial Services

Mar 25, 2019 By Greg Bennett

Getting Started With AI and Chatbots: What’s Top of Mind for Your Customers?

I’m sure we’ve all experienced how artificial intelligence (AI) has made its way into our everyday lives — social networks recognize faces in your photos, and websites even suggest new products based on things you already own. As customers, we expect these types of benefits to come from the brands... Read More

Artificial Intelligence, Communications, Customer Service, Financial Services, Retail

Feb 01, 2019 By Jeff To

New Report: Three Surprising Insurance Industry Trends Shaping Customer Experience

Recent insurance industry trends show that customer experience is now among the top three new bases of competition — across all lines of businesses — revealing a sweeping cultural shift from policy- to a customer-focused approach. While that may elicit eye-rolls and caustic comments, it’s true:... Read More

Financial Services, Research

Jan 18, 2019 By Rohit Mahna

Take These Predictions to the Bank: 3 Trends That Will Define Banking in 2019

The hottest topic in banking for the past few years has been digital transformation. Regulations remain unpredictable and economic conditions are uncertain, but the importance of digital connectivity continues to grow. As Senior Vice President and General Manager of Financial Services at... Read More

Financial Services

Dec 27, 2018 By Luke Murphy

Measuring the Impact of Digital Transformation

IT budgets at financial institutions are increasing, and that increase is going toward digital transformation. According to EY’s 2018 Global Banking Outlook, 59% of banks expect to increase their IT budget by over 10% in the next 12 months, and 85% of banks cite implementation of a digital... Read More

IT, Financial Services

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How To Create a Customer-Centric Experience

The New Rules of Customer Engagement: Key Trends From Global Research

Salesforce.com

360 PERSPECTIVES

How To Connect Silos
and Put Customers First

What Not to Miss at Dreamforce ‘19 for Industries

Four Ways Banks Can Transform Service Engagement

7 Ways Financial Services Marketers Can Lead Digital Transformation

The Power of Customer-Driven Digital Transformation in Financial Services

Three Trends Every Financial Services Marketer Needs to Prepare for the Future

Getting Started With AI and Chatbots: What’s Top of Mind for Your Customers?

New Report: Three Surprising Insurance Industry Trends Shaping Customer Experience

Take These Predictions to the Bank: 3 Trends That Will Define Banking in 2019

Measuring the Impact of Digital Transformation

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CTO Perspective: Take Your Development Team From Product- To Customer Centric

How To Create a Customer-Centric Experience

New Rules of Customer Engagement: Key Trends From Global Research

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Salesforce.com

360 PERSPECTIVES

How To Connect Silos and Put Customers First

Most Popular Stories

CTO Perspective: Take Your Development Team From Product- To Customer Centric

How To Create a Customer-Centric Experience

New Rules of Customer Engagement: Key Trends From Global Research

Americas

Europe, Middle East, and Africa

Asia Pacific

How To Connect Silos
and Put Customers First