Real-time account balance information, telecheck deposits, real-time transaction alerts, and 24/7 chat support? This isn’t your grandparents’ bank. Today’s financial industry provides unprecedented, individualized services for the ideal customer experience beyond...
Sarah Colley is the lead for all things Financial Services here at Simplus, and she's here with the latest insights on driving the Agentic AI future for the industry. Whether it's privacy and security concerns or enhancing customer experiences across banking, wealth...
Agentforce is the next frontier for leading banking organizations, providing leaders with the opportunity to use Agentic AI in many unique, value-adding ways: mortgage loan follow-up, lead management, fraud detection, refinancing, customer experience, and more....
Salesforce’s Spring ’25 release introduces cutting-edge features that significantly enhance the capabilities of financial services organizations. From personalized wealth management to tailored insurance solutions, these updates offer advanced tools powered by AI,...
Agentforce has many valuable use cases for the insurance industry, from underwriting and claims to sales support and more.
The images were haunting. Videos showing flames, ash, smoke, and miles of smoldering structural and natural devastation along the California coastline. The fire danger is over, but the challenges facing thousands of people hoping to rebuild their lives are just...
The financial services industry is undergoing an unprecedented transformation. With rapid advancements in artificial intelligence (AI), we’re on the brink of a major leap forward in how financial institutions operate, deliver services, and engage with customers. At...
The enterprise financial services sector has undergone significant changes in 2024, spurred by a surge in digital transformation efforts. The drive to modernize systems, enhance customer experiences, and streamline operations has intensified, with new trends and...
Calling all financial services enthusiasts! The Salesforce Winter '25 release is here, and it’s packed with exciting updates tailored to banking, wealth management, insurance, and more—with a particular focus on the exciting ways Einstein and AI will scale business....