Rob Petitgout, Simplus’ Financial Services COE lead, shares his expert insight into how financial services organizations can reach their customers more effectively and retain loyalty.
How can financial services deliver better services to their customers?
Boosting go-to-market team alignment with Agentforce and Data Cloud
Did you know companies lose almost 20 percent of their revenue growth due to misaligned go-to-market (GTM) teams? That’s millions left on the table—all because of disconnected data, siloed teams, and inefficient processes. It doesn’t have to be this way. Salesforce...
Challenges in the finance industry? Meet Data Cloud and Agentforce AI solutions
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...
An AI-Driven Future for the Financial Services Industry
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...
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