Name: 10 Tips to a Killer Financial Services Ad Strategy
Start: 2016-04-20T16:00:00Z
End: 2016-04-20T16:00:32.000Z
Location: BrightTALK
Rating: 5

Salesforce makes cloud-based software designed to help businesses find more prospects, close more deals, and wow customers with amazing service. Customer 360, our complete suite of products, unites your sales, service, marketing, commerce, and IT teams with a single, shared view of customer information, helping you grow relationships with customers and employees alike.

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In today’s fast-paced business environment, leveraging AI to drive customer success and enhance productivity is crucial. However, building an enterprise AI platform from scratch gets complicated fast.

Join Salesforce experts to learn how to build and deploy your own AI agents quickly without the hassle of a DIY implementation. Discover how to easily customize proactive AI agents tailored to your business needs, driving more productivity and increasing margins. Finally, hear directly from our customer, Vivint, on why they chose Salesforce as the AI platform to build on.

Don’t DIY your AI - Deploy AI agents fast with Agentforce

80% of of customer data is hidden in unstructured formats like knowledge articles, case summaries, PDFs, audio and video. Discover how Data Cloud surfaces key insights from this data to make Agentforce agents intelligent and more accurate. Watch a demo to see how Data Cloud’s Vector Database and RAG capabilities support Agentforce in action.

Transform Agentforce's potential by surfacing hidden unstructured data

As customer expectations and calls for business efficiency increase, the need for trusted data is expected to intensify. How are new advances in artificial intelligence (AI) adding fuel to the fire?

Join this webinar to learn insights from analytics, IT, and business leaders about data management and decision-making in the age of AI. Gain perspective from 5,000+ analytics and IT leaders and 5,000+ business leaders worldwide on how data and AI require a strong and trusted foundation. Your decision-maker peers have shared global insights in a new report from Tableau and Salesforce. Tune in for tips that you can apply to capture the full potential of your data in a rapidly changing AI landscape.

Managing Data & Decisions in the Age of AI

Discover how our innovations bring trusted generative AI to the entire Tableau Platform to simplify and democratize data analysis and insight consumption at scale for all users. 

Watch this on-demand webinar to hear from our product experts as they cover how Tableau AI can help unlock the full potential of your data across your business and empower users to: 

Gain distilled meaningful insights from all your data to guide every decision
Automate data analysis, prep, and governance to accelerate time to insight
Leverage generative AI without compromising on data security and privacy

Tableau AI: Propel Your Data Culture with Generative AI

Businesses are under pressure to modernize operations and reduce costs, while maintaining a great customer experience. Learn how Order Support from Salesforce Commerce Cloud helps companies deliver customer-centric service experiences, optimize post-purchase support, and generate revenue directly from the service center.

In this webinar, you will:

Get an inside look into market trends driving the category
Uncover industry leading solutions to help you offer 5-Star Service
Hear how our customers are using Order Support to differentiate and win
Access resources and actionable next steps

Improve Efficiency and the Customer Experience with AI-powered Order Support

Over half of B2B orgs say e-commerce will be a leading revenue channel in the coming years.*  But, creating customer-centric digital experiences that drive loyalty with your business buyers can be a challenge. Join us with guest speaker, Heather Hershey - IDC Analyst, on what great pre- and post-purchase B2B buying looks like.

In this webinar, you’ll learn:

The state of digital commerce and order management for B2B companies
How B2B companies are thinking about and investing in AI
The order orchestration and fulfillment capabilities to look for when choosing a platform
*Source - Third Edition: State of Commerce

Master the B2B Digital Buying Experience

75% of customers have made purchase decisions based on customer service quality*, so getting the post-purchase experience right is paramount to your digital strategy. Join us with Rochester Electronics, the world's largest continuous source of semiconductors, to hear how they are driving revenue and streamlining the post-purchase experience with Salesforce.

Join us to learn how you can:
Increase digital transactions and customer engagement
Fulfill faster with real-time inventory
Cut costs and drive productivity with a unified selling strategy

How to grow digital transactions and power connected commerce experiences everywhere

Get your data ready for AI and take the next steps to set up AI effectively. Steps include sourcing, assessing, and cleaning your data, with a vigilant eye on security and ethical practices.
Tableau helps people transform data into actionable insights. Explore with limitless visual analytics. Build dashboards and perform ad hoc analyses in just a few clicks. Share your work with anyone and make an impact on your business. From global enterprises to early-stage startups and small businesses, people everywhere use Tableau to see and understand their data.

AI Adoption Strategies - Episode 3: Taking Action: Getting Your Data Ready for AI

Learn the steps to create an AI roadmap, including aligning on business goals, finding the right AI tools, collecting and cleaning the data, and choosing a data visualization platform.
Tableau helps people transform data into actionable insights. Explore with limitless visual analytics. Build dashboards and perform ad hoc analyses in just a few clicks. Share your work with anyone and make an impact on your business. From global enterprises to early-stage startups and small businesses, people everywhere use Tableau to see and understand their data.

AI Adoption Strategies - Episode 2: Charting Success: Crafting an AI Roadmap for Business

Learn about AI, its tremendous benefits, and how companies can get things started with an aligned AI roadmap.

Tableau helps people transform data into actionable insights. Explore with limitless visual analytics. Build dashboards and perform ad hoc analyses in just a few clicks. Share your work with anyone and make an impact on your business. From global enterprises to early-stage startups and small businesses, people everywhere use Tableau to see and understand their data.

AI Adoption Strategies - Episode 1: Why AI Roadmaps are Essential for Analytics

Join Salesforce and Capgemini on a journey into the forefront of headless commerce with esteemed industry experts Aaron Eversoll, James Semple, and Tom Font. This exclusive event will delve deep into emerging trends of headless and composable commerce, as well as best practices for executing a headless architecture on Salesforce Commerce.

Join Aaron, James, and Tom as they navigate through innovative decoupling strategies reshaping digital retail landscapes. They’ll share their takes on market dynamics and consumer behavior insights, offering invaluable perspectives. Lastly, gain practical wisdom from firsthand experiences and best practices for successful implementation within Salesforce's framework.

Don't miss this opportunity to:
- Gain actionable insights
- Learn how to leverage Salesforce technology and digital strategy to stay ahead in today’s digital-first marketplace
- Chart the course for long-term success in the dynamic world of headless commerce.

Register now and ensure you're equipped to harness the full potential of this transformative technology.

About Capgemini
Capgemini has implemented more Salesforce Commerce instances than any other partner to date. Our award-winning practice is the leading global provider of commerce solutions. Capgemini has been a global strategic consulting partner with Salesforce since 2007.

We deliver thought leading business value and transformational solutions to multiple industry sectors across the globe.

Navigating the future of headless commerce with Salesforce and Capgemini

Learn how companies use zero-copy technology with Data Cloud and Snowflake to eliminate complexity and deliver rich and personalized customer experiences.

In this session, we delve into the powerful zero-copy integration of Salesforce Data Cloud and Snowflake. Through real-world use cases and expert insights, attendees will gain an understanding of how leveraging zero-copy technology enables users to unify customer and business data to power differentiated experiences and delight customers, ultimately driving growth and lifetime value.

Accelerate and Simplify Activation with Zero Copy Data Sharing

Learn about how Salesforce uses its Data Cloud to harness customer data, enable teams to deliver impactful marketing journeys, optimize sales & service conversations, and boost productivity. In this session, you will learn:

- How to drive growth, build loyal customer relationships, and work smarter with AI
- How to solve business use cases across the entire customer lifecycle
- Lessons learned and actionable insights for getting started

By viewing this content, you agree to have your contact information, including email, passed on to Salesforce for the purpose of following up on your interests.
https://www.salesforce.com/company/privacy/full_privacy/

Turn Data Into Meaningful Customer Moments

Efficiently connecting your organizations data is the key to providing the user experience that members expect from their benefits. Over 300 global healthcare leaders (79% of respondents) cited increased efficiency and reduced operation costs as a top priority for investments. Couple these expectations with economic uncertainty and overworked staff, and it’s no wonder that companies are excited about the possibility of AI to optimize their processes.

Join our webinar and hear from a health insurance industry leader who is driving digital optimization in Sales, Service and Care Management. Learn how an API-lead approach allows health-IT teams to think beyond the back office, and include the user experience.

Our conversation will cover:

How payers leverage AI-accelerated automations for Sales, Service and Care Management
Why CRM is key to process optimization across the health insurance enterprise
Opportunities to leverage APIs to up your level of engagement and experience

By viewing this content, you agree to have your contact information, including email, passed on to Salesforce for the purpose of following up on your interests.
https://www.salesforce.com/company/privacy/full_privacy/

Leverage AI+DATA+CRM to Deliver Superior Member Experiences

AI continues to dominate the headlines. Now that generative AI has arrived, customers expect more — to have service experiences that are faster, tailored to their preferences and get them answers instantly. But a lot of Service leaders don’t know where to start when it comes to AI. And that’s because the key to great AI is great data. But it’s not easy when there’s mountains of data and thousands of applications for service teams to manage.
Join to hear best practices on how to use Data Cloud and Service AI to build personalized experiences that scale. Learn from product leaders on a proven 3-step AI strategy for your organization including a demo of the latest innovation!

By viewing this content, you agree to have your contact information, including email, passed on to Salesforce for the purpose of following up on your interests.
https://www.salesforce.com/company/privacy/full_privacy/

3 Step Strategy to Generative AI and Trusted Data in Customer

With all the buzz around generative AI and automation, companies are looking for guidance on how to chart a path forward that drives both productivity and customer engagement. In this webinar, Valoir CEO and principal analyst Rebecca Wettemann will share the latest research and case studies from Valoir. Join us to learn how generative AI works, what Salesforce is building with Einstein AI for Service, and how you can get started to realize the benefits of AI and automation for your organization.

By viewing this content, you agree to have your contact information, including email, passed on to Salesforce for the purpose of following up on your interests.
https://www.salesforce.com/company/privacy/full_privacy/

Best Practices for Driving Productivity with Einstein AI for Service

Companies around the world are struggling to balance dueling priorities of meeting customer demands and driving agent productivity. As a result, the need for both efficient and intelligent service is rising and AI is now an imperative. And Generative AI has the potential to help companies connect with customers in new ways. Join us to learn how Service Cloud Einstein and Einstein AI will change the game for customer service and enable companies to:
-- Personalize every interaction with trusted data
-- Boost service team productivity by automating tasks
-- Build and deploy AI solutions faster across all channels

By viewing this content, you agree to have your contact information, including email, passed on to Salesforce for the purpose of following up on your interests.
https://www.salesforce.com/company/privacy/full_privacy/

How to Scale Service with Generative AI and Service Cloud Einstein

Join our webinar to learn how Salesforce IT leaders are:
-Implementing a multi-faceted privacy strategy across business units
-Increasing efficiency by streamlining our privacy program
-Working with internal product teams to capture consent and preferences
-Making this available to you so you can save time and costs by simplifying compliance, as well as build trust with your customers

Save Time and Costs by Simplifying Privacy Compliance

We already know that the Financial Services industry owns a whopping 12% of the total digital ad spend as of 2015 and is predicted to grow to 14% in 2016. 

The next questions are: 
-  How should you leverage that spend as effectively as possible? 
-  What are the things you can do to ensure that you drive results in this fast growing vertical? 

Attend this webinar to learn top ten tips for running highly efficient digital advertising campaigns for Financial Services.
 
We will review best practices for each piece of your Financial Services ads strategy throughout the customer journey starting with planning all the way through media execution. Proven use cases will highlight how brands have leveraged these tips taking advantage of the influx of digital advertising dollars.

10 Tips to a Killer Financial Services Ad Strategy

digital

advertising

financial

services

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10 Tips to a Killer Financial Services Ad Strategy

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