Name: How AI is changing service & contact centres within Financial Services
Start: 2024-11-18T02:48:00Z
End: 2024-11-18T02:49:03.000Z
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.

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

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. 

Learn about the latest announcements for SMBs, and how to:
- Bring your customer data together with a new free suite of apps built into your CRM
- Accelerate sales growth with practical AI use cases, from predictive to autonomous agents
- Scale service with AI and boost agent productivity

Watch this webinar as we explore the cutting-edge tools and strategies to empower your growth business today.

Dreamforce Innovation Roundup for SMBs

Struggling to balance customer demands with productivity? Discover how Salesforce Field Service, powered by the Einstein 1 Platform, addresses these challenges head-on. 

Watch our webinar to explore how global field service organizations are leveraging cutting-edge AI to enhance efficiency and intelligence in service delivery. Learn how Salesforce Field Service can help you: 
- Drive Productivity: Utilize trusted predictive and generative AI to boost field productivity.
- Manage Proactively: Oversee work and assets seamlessly with real-time data on a unified platform.
- Deploy Faster: Use automation to increase first-time fix rates and accelerate deployment. 

This session includes a demo of our latest Field Service innovations, insights into best practices, and a look at our upcoming roadmap. Don’t miss this opportunity to elevate your field service operations and stay ahead of the curve.

Unlock Efficiency & Productivity with Salesforce Field Service

Watch a replay of Discover Agentforce. 

Leading companies are gaining new levels of productivity with Agentforce. 

Now see how autonomous AI agents carry out tasks for employees and customers — and create major business value. Hear from customers already using custom agents for sales, service, and more.

Discover Agentforce

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

Join us for Salesforce Innovation Day: Broadcast, and learn how to thrive in a new era of artificial intelligence.

With inspiring insights fresh from Dreamforce - you’ll find new ways to deepen customer relationships, boost productivity and business potential with CRM + AI + Data + Trust on one integrated platform.

Witness the power of Agentforce.

Salesforce Innovation Day: Broadcast will deliver the latest learnings, innovations, and solutions from Dreamforce directly to you; so you can unlock the groundbreaking benefits of Agentforce, the world’s first suite of customisable agents and tools, deeply integrated with the Salesforce platform, and take your business to the next level.

Gain unique insights from our local Trailblazers and thought leaders on overcoming challenges in our new era of artificial intelligence.

Hear remarkable stories of customer success, and explore how Agents can augment your business.

Experience the biggest technology shift of our time in this inspiring session.

Salesforce Innovation Day: Broadcast

Want to make sure you catch all of the exciting martech trends and announcements at this year’s Dreamforce?

Don’t worry — we’ve got you covered! Join us for a recap of the top 3 marketing takeaways from this year's event, including everything you need to know about the latest martech trends, product innovations, and exciting announcements. 

Topics discussed include:

- Key innovations and product announcements
- How marketers can use data, AI, and activation to create connected experiences
- New product features in action

Top 3 Marketing Takeaways from Dreamforce 2024

APIs are instrumental in delivering many applications, integrations and processes to improve business agility, connect data and AI. Protecting and managing APIs is important to adopt AI and deliver business initiatives safely. 

However, with API sprawl, organizations are faced with challenges in securing and controlling APIs across diverse architectures.

Learn how API Management on Anypoint Platform can help you improve visibility into all APIs to govern and scale across your organization.

Build, Manage, and Secure Any API with MuleSoft API Management

Join us for a recap of the most important takeaways from Dreamforce 2024, specifically for Retail and Consumer Goods Leaders.  

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

Top Takeaways for Retail and Consumer Goods Leaders From Dreamforce 2024

Are you looking to empower your data & analytics journey with AI? Watch this session to explore how your data insights and decision-making processes can be transformed with AI and seamlessly integrated into your workflow. 

In this session, we will explore:

Learn  how Tableau Pulse can revolutionize your speed and availability to insight  by Understanding how your most important business KPIs are performing and attributes behind their performance 
Learn  how Tableau’s Augmented Analytics helps users get better perspective of  what’s impacting their business performance
Learn  how Einstein Co-pilot for Tableau enables AI-assisted Data Discovery and  Exploration
Stories from the Field - Use Cases across industries leveraging Tableau's AI  Capabilities and incorporating them in the flow of work.
Learn how to leverage Tableau resources and tools to begin your journey with AI-powered analytics, enabling your organization to quickly and effectively implement these cutting-edge features.

Elevate Your Analytics with Tableau AI

Delivering standout customer service isn’t just about addressing needs; it's about anticipating them. With the integration of AI, data analytics, and collaborative tools like Slack, Salesforce’s Einstein 1 Service Edition redefines what it means to offer truly proactive and personalised service at scale. 

This marquee offering from Service Cloud not only enhances your team's capabilities but also transforms customer interactions into insightful, revenue-generating opportunities. 

In this webinar, discover how Einstein 1 Service Edition can help you learn how to leverage AI tools and real-time data to not only meet but exceed customer expectations, boosting both satisfaction and your bottom line.

Master the Art of Effortless Service with Einstein 1 Edition

Is CRM that tricky? Is it still causing a headache to start your CRM Journey? Join us for an insightful session on simplifying and scaling Customer Relationship Management (CRM) for small businesses. 

This webinar is designed to help small business owners and managers understand the importance of CRM, how to implement it effectively, and how to scale it as their business grows.

5 Ways to Make CRM Easy and Scalable for Small Business

Get a first look at "Digital Lending for India", Salesforce’s made-for-India product for financial services. Learn about the benefits of a unified loan origination platform that accelerates decision-making, reduces costs, and empowers underwriters with comprehensive data and automation. Don't miss this opportunity to explore the future of digital lending in India.

Key Discussion Points:
- Streamlining Loan Origination: Explore how to streamline the entire loan origination journey, from application intake to pre-disbursement operations, ensuring faster and more efficient processing.
- Enhanced Customer Experience: Learn how Salesforce platform improves customer interactions with intuitive interfaces, pre-built journeys, and seamless integrations, resulting in quicker loan approvals and satisfied borrowers.
- Unified Platform Benefits: Understand the advantages of a single platform for personal, home, and auto loans, offering comprehensive data for effective underwriter review and decision-making.
- India-Specific Integrations: Discover the importance of pre-built integrations for Aadhaar authentication, KYC, and bank verification, tailored to meet the unique needs of the Indian market.
- Empowering Underwriters and Agents: See how automation and data-driven insights enable underwriters and mid-office agents to make informed decisions, reduce manual errors, and process a higher volume of applications efficiently.


Watch a demonstration of a modern, streamlined application process and hear from Salesforce product management on the robust roadmap for “Digital Lending For India”.

Modernising Loan Origination: Digital Lending for India

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

Embracing AI in Financial Services: Strategic Mindsets for Success

Financial Services AI Basecamp: Revolutionizing Service Excellence

Empower your customers’ financial success with trusted AI

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

Salesforce

Agentforce

Financial Services

Fintech

Customer Service

Customer Engagement

Artificial Intelligence

Contact Center

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How AI is changing service & contact centres within Financial Services

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