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....
Customers expect quick, seamless interactions with their insurance provider for routine requests like price quotes, bundling options, and general coverage information. But what about when the unexpected happens? When disaster strikes and a valued customer faces a...
At this very moment, someone is getting cyberattacked. Studies show over 2,200 attacks occur daily, equating to one attack every 39 seconds. With that degree of vulnerability, it’s no wonder cybersecurity is a common concern, particularly for companies in the...
Is the financial services industry betting on digital transformation to deliver personalized CX, convenience, and cost savings without compromising security and trust? Around 77 percent of financial services organizations have plans to expand their digital...
While many businesses believe their IT department can handle CRM transformations, there are better choices than this. Relying solely on an internal IT team can present several challenges. Despite undergoing digital transformation, studies show that around 70 percent...
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 regulatory landscapes. From the rise of open banking...