As we check in with each industry halfway through 2024, it’s clear that the financial services industry is undergoing a seismic shift, driven by technological advancements, changing consumer behaviors, and evolving...
Blog
Industry - Financial Services
A guide to Summer ‘24 for financial services
As the financial services industry continues to evolve in the digital age, staying ahead of the curve is paramount. Salesforce regularly unveils updates to empower organizations to adapt and thrive, and the Summer '24...
Uncovering the reality of Data Cloud AI in financial services
Sixty-one percent of Americans believe AI could threaten civilization. However, 81 percent of customers prefer companies that offer a personalized experience, and 70 percent say a customized experience in which the...
Stay ahead, secure, and exceptional: How Data Cloud empowers financial services
When cybersecurity risks, compliance regulations, and evolving customer expectations impact your organization’s growth plans, what you don’t know can make all the difference. Studies show that less than 50 percent of...
The contact center solutions guide for financial services
You had me at “hello.” The power of first impressions can’t be overstated. So, welcoming a customer down the path of long-term brand loyalty with a meaningful greeting or a quick and friendly resolution isn’t a term of...
What’s new for financial services in the Spring ‘24 release
The market for financial services has had to revolutionize around customer service in the past few years more than ever. Fintech is bringing financial services closer to consumers, with transparent but secure data...
7 banking contact center pain points that are costing you valuable CX
While the financial landscape evolves at warp speed, propelled by AI-supported technological innovations and customer-centric strategies, many banking call centers remain in a vacuum of archaic protocols and...
What you need to know about financial services in 2024
The onslaught of fintech organizations has long been disrupting the financial services space at large, introducing a slew of new business models, technologies, and cultural approaches to the industry. 2024 will be...
Year in review: How 2023’s trends shaped insurance industry growth
If there’s one year-defining buzzword every industry can relate to, it would have to be AI. Artificial intelligence and its fast-approaching feasibility for many businesses took over many conversations and initiatives...