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, helping every company become an AI Enterprise with one trusted platform, Einstein 1. Our best-in-class CRM for sales, service, marketing, and commerce is deeply integrated with trusted AI and unified data, so companies can create stronger customer relationships, increase employee productivity, and deliver higher margins.

What's the buzz around AI agents? Get ready to dive into the next wave of AI technology - Autonomous AI agents. 
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The New Era of AI: Say Hello to Agentforce for Sales

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Accelerate Application Development on Salesforce

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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. 

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Easy AI- Generative Sales Emails

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Are you contributing to a digitally enabled and integrated health system focused on:
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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.

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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.

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- How Salesforce enables a unified view of patients
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- 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. 

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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. 


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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. 
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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

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Learn from Heroku experts about optimizing your development workflow.
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Unlock the Future of App Development with Salesforce Heroku

Discover the transformative power of AI and Agentforce in service and contact centres within the Financial Services industry. Join us for an insightful webinar where we will explore:

- Insights from our latest State of Customer Service in Financial Services report
- Strategies to adapt your channel approach to meet evolving customer expectations
- The impact of AI Agents on service and contact centres
- High - value use cases within service that organisations are unlocking with AI technologies
- Success stories and achievements using AI in their contact centre

Watch this webinar to stay ahead in the rapidly evolving landscape of customer service in Financial Services.

How AI is changing service & contact centres within Financial Services

From sales, to service, Salesforce has something for every small business looking to grow and succeed. In this webinar, we’re rounding up the latest innovations unveiled at Dreamforce for small businesses. Whether you're just starting out, or you're a seasoned entrepreneur, you'll find valuable insights and tools to help you take your business to the next level. 

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Dreamforce Innovation Roundup for SMBs

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Forward-thinking companies are achieving unprecedented productivity gains with Agentforce. Now, it's your turn to see the power of autonomous AI agents.

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Watch a recap of the most important takeaways from Dreamforce 2024, specifically for Manufacturing Leaders. 

- Learn how automonous agents powered by Agentforce can deliver better service outcomes for Manufacturing
- Learn how generative AI can help manage the complexity of Manufacturing
- See how you can embrace AI with a foundation of trust
- Discover how to gain a competitive edge with Data & AI

Top Takeaways for Manufacturing Leaders From Dreamforce ’24

Join us for a recap of the most important takeaways from Dreamforce 2024, specifically for Healthcare and Lifescience Leaders.

- Learn how automonous agents powered by Agentforce can deliver better service outcomes for Healthcare and Lifescience
- Learn how generative AI can help manage the complexity of Healthcare and Lifescience
- See how you can embrace AI with a foundation of trust
- Discover how to gain a competitive edge with Data & AI

Top Takeaways for Healthcare Leaders From Dreamforce 2024

Join us for a recap of the most important takeaways from Dreamforce 2024, specifically for Financial Services leaders. 

- Learn how automonous agents powered by Agentforce can deliver better service outcomes for Financial Services
- Learn how generative AI can help manage the complexity of financial services
- See how you can embrace AI with a foundation of trust
- Discover how to gain a competitive edge with Data & AI

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

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Customer Experience

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Embracing AI in Financial Services: Strategic Mindsets for Success

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