The C-Suite Mindsets Needed to Transform Financial Services

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Real Trailblazer Stories to Inspire You

October 12, 2023 By Eddie Murphy

Transforming the Insurance Industry: Leveraging Salesforce Beyond CRM

In today's rapidly evolving insurance industry, staying competitive and efficient is paramount. Salesforce is ideally suited to help insurance companies meet these challenges head-on.... Read More

Platform, Financial Services

August 22, 2023 By Kapil R. Bhatia

Gen AI in Wealth and Asset Management

Ditch the Terminator, Adopt the Facilitator - No-regret moves for Gen-AI in the Wealth and Asset Management Industry. Why you can learn to stop worrying and love generative AI.... Read More

Financial Services, Artificial Intelligence

July 25, 2023 By Aman Virk

Is Financial Services ready for Hyper-Personalisation?

Do banks, insurers and wealth managers have the tools to deliver winning hyper-personalisation strategies that increase satisfaction, retention and revenue? Read more find how you can achieve this…... Read More

Financial Services, Customer Success, Personalization

April 3, 2023 By Kulbir Rai

Financial Services State of Sales

Empower Financial Services teams to work faster and smarter with a simpler tech stack.... Read More

Financial Services, Sales

September 16, 2022 By Stuart Mieklejohn

Using Data For Stellar Customer Journeys In Insurance

Using data to create stellar customer experiences in insurance Today’s customers are used to data informing — and improving — almost everything they do. It influences the content we consume, the purchases we make, and even who we interact with online. Digitalisation and data shape many aspects... Read More

Financial Services

September 14, 2022 By Salesforce UK

A New Consumer Duty

Background Following a public consultation, the UK’s Financial Conduct Authority (FCA) will be introducing a new Consumer Duty on financial services firms. The duty comes into force on 31 July 2023 and aims to deliver higher and clearer standards of consumer protection for retail customers of... Read More

Financial Services, Financial Services Cloud

August 17, 2022 By Salesforce UK

Roundtable: Customer Expectations in Banking

Want to know how to deal with changing customer expectations in banking? Read the summary of our roundtable event with Marketforce and industry experts.... Read More

Customer Experience, Customer Satisfaction, Financial Services

August 11, 2022 By Salesforce UK

The Future of Digital Banking Experiences

Learn about the future of banking and how businesses are improving the digital banking experience to the benefit of customers and employees. ... Read More

Financial Services, Customer Experience

August 7, 2022 By Salesforce UK

The 6 Guiding Principles to Maximise CRM Adoption

CRM adoption can sometimes be an uphill process, as you try to convince your team and upper management to break with their existing habits and embrace the efficiencies they can achieve through automation and a singular overview of your sales process.... Read More

CRM, Financial Services

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