Name: Embracing AI in Financial Services: Strategic Mindsets for Success
Start: 2024-09-10T03:01:00Z
End: 2024-09-10T03:01:48.000Z
Location: BrightTALK
Rating: 0

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Through Agentforce, our suite of customizable agents and tools, Salesforce brings autonomous agents, unified data, analytics, and Customer 360 apps together on one integrated platform to help companies connect with customers in a whole new way.

Join our Solution Engineering team for a practical guide on using our latest Agentforce innovations to improve win rates and Sales productivity by practicing pitching, handling objections, & negotiation with realistic role-plays tailored to each deal. 

In this short webinar we'll cover how it works, how to set it up, a quick demonstration and where to find more details - everything you need to get started!

Easy AI - Agentforce Sales Coach

Watch this webinar to discover how Data Cloud Real-Time enables proactive, personalised service. Learn how unified customer profiles and real-time insights turn your service operations into revenue drivers. Address issues before they arise and use data from any source to enhance customer satisfaction and loyalty instantly.

Delivering Real-Time Customer Support with Data Cloud

Customer expectations have never been higher and this extends to how they feel about online government services. At the same time, there's an opportunity for data and AI to enhance service delivery - and citizens are open to it. By prioritising the simplification of online services, improving user navigation, providing excellent technical support, and making help more accessible, Government can substantially improve overall service quality. The basic user experience challenges are becoming easier to solve with emerging technological solutions, presenting an opportunity for governments to begin taking small steps that can dramatically improve service delivery.

Citizens from across New Zealand came together to attend Innovate Aotearoa to address New Zealand's evolving challenges and why innovative and technological approaches are crucial in helping NZ's Public Sector develop adaptive and sustainable policies (Public Sector Network, 2024).

Salesforce attended the event and were honoured to have partnered with the Innovate Aotearoa audience in discussing two key concepts:
- Empowering public services through strategic advancements in data and analytics capabilities.
- How Government can improve service satisfaction with Data and GenAI.


In this webinar learn from Gisele Kapterian, Salesforce APAC Public Sector Strategy Lead and Melanie Macdonald, Salesforce Distinguished Solution Engineer as they recap the highlights from Dreamforce '24, our latest solution Agentforce and key conversations and questions from our participation in Innovate Aotearoa.

Closing the Tech Gap: Putting Trusted Data in the Hands of the Public Sector in Australia and New Zealand

Today, the average enterprise owns nearly 1,000 applications, with only 28% of them being integrated/connected. With more companies also adopting a multi-cloud approach to meet their business needs, IT teams are facing challenges to connect, manage, secure, and govern their legacy, custom-built, and modern APIs efficiently.

In this webinar, you will learn: 
- The benefits of a fully integrated API strategy
- Best practices for managing legacy, custom, and modern APIs
- See real-world examples of businesses that have transformed their integration landscape

How to Strengthen your Integration and API Architecture with MuleSoft

Customers demand better personalisation across the entire customer relationship. To meet this demand, marketers must rethink their marketing strategies with a focus on Data + AI.

Join this webinar to learn how Meta and Salesforce have been partnering together to help you unlock the value of your first-party data across Ads, Service, Marketing and Commerce.

Discover how Meta and Salesforce help businesses like Natura navigate digital signal loss and achieve greater marketing performance using first-party data.

In this webinar, you’ll learn about:

- The latest innovations around Data Cloud + Meta Conversions API that will help marketers close the gap from click-through to conversion - powering better campaign performance and maximising ad dollars.
- How to unlock the power of first-party data and personalise across the full customer relationship

Unlock the Power of First-Party Data with Salesforce and Meta

Learn how connected data and AI-powered solutions can improve outcomes and transform your interactions with citizens, patients, providers and partners.

See how Salesforce can help you provide connected, quality care beyond the clinic.

In this webinar, we will touch on:

- The burning platform for change
- Introducing an innovation platform that is dedicated to health and care
- Why the technology needs to serve the person, not the other way around

Putting People at the Heart of Health

Every organisation is racing to deliver generative AI across their solutions, but how can you deliver trusted AI that understands your business and your customers? 

Watch product experts from Salesforce as they explore how structured and unstructured data is being used to fuel relevant AI. We’ll explore patterns for zero-copy integration, grounding prompts with Data Cloud data, vector databases, and how to build a data foundation for AI, automation, and analytics. You’ll see roadmap material, live demos, and walk away with a strategy for AI powered by your data in Data Cloud.

How Data Cloud Powers Generative AI with Your Enterprise Data

What's the buzz around AI agents? Get ready to dive into the next wave of AI technology - Autonomous AI agents. 
Join our webinar where we’ll demystify autonomous AI agents and introduce you to new sales - specific agents built with Agentforce SDR and Agentforce Sales Coach on the Salesforce Platform. 

Discover how these agents can scale your sales teams by nurturing pipeline and coaching reps.

In this webinar, you'll:
- Learn how the technology works, straight from the product experts who built it
- Experience live demos to learn how to set up and use these agents
- Explore best practices and actionable tips to integrate Agentforce into your sales strategy

Your journey to scale your sales team starts here!

The New Era of AI: Say Hello to Agentforce for Sales

88% of IT professionals are struggling to keep pace with increasing development demands. Join us to learn how Salesforce’s application development tools and frameworks help enhance developer and admin efficiency to deliver high-quality applications across AI Apps and Agents.

Accelerate Application Development on Salesforce

It’s time to unpack the biggest highlights from the Marketing Cloud Winter ’25 Release! Data Cloud continues to revolutionise how our long-standing products work, as well as provide a foundation for our newest launches. 

Join us to walk through how transformations in data, AI and activation will improve the way your teams work. You’ll learn about the biggest features in this Winter’s Release, and get an exclusive demo of how they work.

Marketing Cloud Winter '25 Release Highlights: Innovation for Today & Tomorrow

Watch our Solution Engineering team for a practical guide on using AI to generate draft Sales emails using out-of-the-box prompts or custom prompts grounded in your CRM data. 

In this short webinar we'll cover how it works, how to set it up, a quick demonstration and where to find more details - everything you need to get started!

Easy AI- Generative Sales Emails

Tableau Einstein reimagines agile, self-service analytics in a modular way - with reusable and extensible components, semantic AI, and consistent data built into every workflow for every user, department, and industry. Built on the Salesforce Platform means any team can use analytical insights to make strategic decisions more quickly and effectively.

In this webinar learn how to:
- Future-proof your analytics with the vision of Tableau Einstein and newly available capabilities
- Give your enterprise the ability to drive personalized and contextual analytics experiences
- Take action on data within Marketing Cloud and Nonprofit Cloud

Elevate Marketing Cloud and Nonprofit Cloud Insights with Tableau Einstein

Are you contributing to a digitally enabled and integrated health system focused on:
- driving patient-centred, personalised health experiences
- increased quality health outcomes
- supporting an engaged and efficient workforce

Our healthcare practice here at Salesforce is working with the Industry across the globe to deliver improved patient and workforce experiences integrating with core clinical systems and workflows in a modern way to strengthen a sustainable health system of the future.

Irrespective of the role you play please join us to explore how Salesforce, as a committed partner to the Healthcare Industry, is leading innovative healthcare outcomes such as:

- care coordination
- patient engagement
- data driven decision making

This webinar will feature Matt Abel, Director of Digital Solutions and Operations from Metro South Health, QLD, as he shares his insights and experiences on how Salesforce and MuleSoft are transforming their approach to modernising patient experiences and ways of working.

Key Takeaways:
- How Salesforce enables a unified view of patients
- Key health use cases for maximising patient engagement and care
- Success stories from leading health organisations

Watch this webinar to discover why Salesforce is the best-kept secret in healthcare.

Salesforce: Health's Best-Kept Secret for Modernising Patient Experiences

Missed going to Dreamforce 2024? Watch a recap of the most important takeaways for Sales and Sales Operations leaders from the AI event of the year - Dreamforce 2024. 

Turbocharge your Sales function with the power of Data+AI+CRM+Trust. 

Discover how to:
- Boost your Sales function with Agentforce 
- Assistive AI agents
- Grow Partner Revenue with Data & AI
- Make Account-based Selling easy with best-in-class, embedded account plans.

Top Takeaways for Sales Leaders from Dreamforce ‘24

In this webinar, we will demonstrate how Data Cloud can help unlock the trapped data within your organization, both structured as well as unstructured, build that elusive Single View of the Customer and activate it across touch-points with the power of AI.

In this webinar, you will:
- Learn what is Data Cloud and how it is an enabler for an effective and trusted AI strategy - Good AI needs Good Data
- Explore how it can help you leverage the data and insights present in your own datalakes, warehouses
- Understand how data can be democratized for access across business and technical teams
- View the demo of end-to-end Data Cloud functionality from data ingestion to orchestration
- Hear from experts on what it takes to build a hyper scaler platform like Data Cloud and key innovations

Transform Customer Relationships with Unified Data

The existing ways of working are no longer “working” or efficient. Sales teams need to increase sales productivity and close more deals. But work today is fragmented, with siloed tools, conversations, and complex processes costing teams valuable time and slowing down deal cycles. 


To succeed in the era of agent-powered work, every business needs a strategic work platform like Agentforce and Slack to drive productivity and collaboration, streamline work and drive efficiency across their organization. 

Watch this webinar to discover the future of CRM in Slack, the conversational interface for work. See how Humans and Agents drive customer success together with Salesforce and Slack.

Things you’ll learn during this webinar: 
- Discover how Salesforce Agentforce SDR and Sales Coach helps you boosts productivity, automates tasks, and optimises every interaction.
- Learn how latest Slack innovations like Salesforce channels, enhanced with Slack Sales Elevate and AI in Slack, accelerate team selling.
- Discover about Salesforce channels -they are a new kind of Slack channel that maps directly to your corresponding Salesforce records, like Accounts and Opportunities, creating a complete, actionable view of every customer. 
- See Salesforce Account and Opportunity channels in action in a demo, and dive deeper into critical sales use cases that your team can adopt today.
- Talk directly to your CRM and quickly get up to speed with Einstein Copilot in Slack

The Power of Two: CRM Unlocked with Salesforce + Slack

Watch our Solution Engineering team for a practical guide on using AI to get insights and summaries from your video and voice calls with customers using Einstein Conversation Insights. In this short webinar we'll cover how it works, how to set it up, a quick demonstration and where to find more details - everything you need to get started!

Easy AI- Einstein Conversation Insights and Call Summaries

Are you looking to streamline your app development process and accelerate your journey from idea to URL? Join us for an exclusive webinar showcasing Heroku, the cutting-edge cloud platform designed to revolutionize how you build, deliver, monitor, and scale your apps.

In this webinar, you’ll discover how Heroku simplifies infrastructure management, allowing developers to focus on what they do best—creating world-class applications. Say goodbye to complex infrastructure headaches and hello to a faster, more efficient development process.

Why Attend?
Learn from Heroku experts about optimizing your development workflow.
See how Heroku’s platform can eliminate common roadblocks and accelerate deployment.
Gain insights on scaling apps effortlessly while maintaining high performance.

Unlock the Future of App Development with Salesforce Heroku

How AI is changing service & contact centres within Financial Services

Top Takeaways for Financial Services Leaders From Dreamforce ’24

Modernising Loan Origination: Digital Lending for India

How to drive efficient growth with data, automation and AI-powered customer service

Financial Services AI Basecamp: Revolutionizing Service Excellence

Empower your customers’ financial success with trusted AI

Discover the multifaceted role of AI across financial services with our webinar, AI in Finance: Enhancing Service, Sales, and Operations. 

Financial professionals from service, sales, acquisition, claims, and lending will gain insights into AI's practical applications. Discover how AI-readiness doesn’t require an overnight overhaul but a strategic shift in mindset, preparing your institution to lead in the AI-first financial landscape.

- Renovate: your approach across various functions by leveraging AI to enhance responsiveness and efficiency, whether it's in customer service, sales engagement, or back-office operations.
- Evolve: your adoption by leveraging digital colleagues, which can help accelerate customer acquisition, streamline claims processing, and innovate lending practices.
- Transcend: by empowering customers with proactive data-driven insights that drive better decision-making and satisfaction.

This webinar is an educational opportunity to better understand the evolution, value and versatility of AI in the financial services.

Embracing AI in Financial Services: Strategic Mindsets for Success

Salesforce

Fintech

Financial Services

Customer Experience

Analytics

Self Service Analytics

Digital Transformation

Digital Banking

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Embracing AI in Financial Services: Strategic Mindsets for Success

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