Name: Secure Customers for Life in Financial Services
Start: 2023-05-11T10:00:00Z
End: 2023-05-11T10:00:18.000Z
Location: BrightTALK
Rating: 5

Salesforce is the global leader in customer relationship management (CRM), bringing companies closer to their customers in the digital age. Founded in 1999, Salesforce enables companies of every size and industry to take advantage of powerful technologies—cloud, mobile, social, internet of things, and artificial intelligence—to connect to their customers in a whole new way. The Salesforce Customer Success Platform includes industry-leading services spanning sales, service, marketing, commerce, communities, collaboration and industries, all on a single trusted cloud platform. Salesforce will power more than 2 trillion B2B and B2C transactions this year for more than 150,000 companies and millions of Trailblazers--the individuals and their organizations who are using Salesforce to drive innovation, grow their careers and transform their businesses. Salesforce is committed to a set of core values--trust, growth, innovation, and equality of every human being. The company is ranked #1 on Fortune’s World's Best Workplaces list, and Forbes has ranked the company one of the world's most innovative companies for eight years in a row. For information, please visit www.salesforce.com.

In this session, Andy Butterfield, Salesforce's Customer Experience Lead, explores what the future looks like for customer and employee experience. How by embracing digital coworkers, the capabilities of your organisation grow exponentially. And, what the key considerations are for that. 

Andy introduces a model that provides an innovative approach to resolving complex problems. The model also offers insights into how it can facilitate behavioral change within an organization. 

From interviews and analyst findings with those who have already embarked on their AI journey, Andy highlights three key lessons from the Gen AI perspective. These include the main obstacles that CEOs and CIOs face in terms of skills and ROI expectations. The crucial planning required to address potential risks related to data, and the importance of looking at value-added beyond just time savings, instead considering the overall impact of AI in enhancing selling and customer service.

Join this session from Slack City Tour Amsterdam, to hear Andy also discuss the underlying themes of the Future of Digital CoWorkers; AI-driven, effortless, and constantly improving. 

Things you’ll learn:
- What can we learn from the behavioural science “EAST” framework?
- Three common lessons learnt from companies on their AI journey
- How the level of GenAI skills required will depend on whether you decide to buy, configure, or build
- How to start, ramp or lead your organisations AI journey

The Rise of Digital Coworkers

If you’ve ever wondered how to get more done with less, you’re in luck. With Slack’s Workflow Builder tool, nearly 1 million Slack users worldwide are creating time-saving automated workflows without having to write a single line of code.

Slack’s Workflow Builder lets you streamline processes, eliminate manual errors, reduce context switching, and free up valuable human capital to focus on what truly matters: innovation and growth. Best of all, anyone, regardless of their technical background, can deploy it with just a few clicks.

Join this upcoming webinar to learn more and see Workflow Builder in action. You’ll also hear from Mark Burgess, the CEO of Credit Union 1, about how his company is empowering its employees to automate work in Slack and reach their most productive potential.

Things you’ll learn:
- How to create powerful automated workflows with out-of-the-box templates
- Our favorite automated workflows that we use at Slack and Salesforce
- Hear from Credit Union 1 about how employees are 20% more efficient thanks to a workflow that automates customer handoffs

Automate work and save time with our no-code Workflow Builder

Workplaces are struggling to equip their employees with the information they need to use AI effectively. What tools are permitted? How should employees be trained? What needs to be communicated when AI is used? In this webinar, we’ll talk with top researchers to learn what individuals, teams, and leaders can do to prepare their workforces for the new world of AI.

Things you’ll learn:
- What the research shows about how AI will change the way we work
- Common challenges in reskilling workforces to incorporate AI
- Tactics for training your workforce to use AI more effectively

Featured speakers:
- Christina Janzer, Sr. VP, Research and Analytics and Head of Workforce Lab, Slack
- Haoqi Zhang, Associate Professor of Computer Science, Northwestern University
- Lilach Mollick, Co-Director of the Generative AI Lab at Wharton, Director of Pedagogy at Wharton Interactive, University of Pennsylvania
- Gerald Kane, Department Head, C. Herman and Mary Virginia Terry Chair of Business Administration and Professor, Department of Management Information Systems, University of Georgia

(Re)skilling the Workforce with AI

Ever wonder how we at Slack use Slack? For us, it’s where teams collaborate and connect, leaders engage, and culture comes to life. We use channels to distribute clear, concise communications across teams, departments, and geographies — for those seated at desks or out in the field. We write and format messages that are optimised for scanning and search. We make the most of Slack’s native features to create effective, engaging communications. And of course, we’re never afraid of using emoji.

Learn how to use Slack the way Slack does, for your audience — wherever they might be. This webinar will demonstrate how your organisation can become more informed and connected by using Slack for employee communications.

Things you’ll learn:
- How to establish a focused channel strategy to target key audiences
- How to write for Slack — and how this differs from other platforms
- How Slack features like canvas, clips, and workflows can elevate your communications

Slack for Employee and Frontline Communications

AI agents can be powerful, but their use necessitates the creation of accountability mechanisms and collaboration frameworks.

Trust in AI systems is crucial, and it is important to design AI systems in a way that ensures data security, content safety, and transparency. As AI agents become increasingly prevalent in our lives and workplaces, there is a need for designing AI agents that are accountable, trustworthy, and collaborative.  Establishing guardrails to control the actions of AI agents is essential to prevent them from overreaching or executing actions they have not been allowed to perform.

Originally presented at Slack City Tour London, join this webinar to hear an unbiased view from Franny Hsiao, Distinguished AI Architect at Salesforce.

Things you’ll learn:
- The role of AI agents in our lives and workplace
- Need for designing accountable, trustworthy, and collaborative AI agents
- The importance of establishing guardrails to safely deploy, use and trust AI

Enhanced AI Agency: Accountable, Trustworth and Collaborative (German Subtitles)

Enhanced AI Agency: Accountable, Trustworth and Collaborative

Join this session from Slack City Tour Berlin to hear directly from Slack AI, Director of Product, Sohom Paul, to learn more about Slack’s AI capabilities.

According to Sohom, time is our most valuable asset in both our personal and professional lives. However, we often waste it sorting through excessive amounts of information. Discover how Slack can alleviate the burden of information overload and the struggle of locating information in the workplace. By consolidating all data in a single platform, Slack facilitates rapid access to answers to inquiries. 

The session covered Slack's security features and how the future of work will be shaped by the integration of AI, Agentforce in Slack, and third-party agents. The integration of Salesforce's Agentforce into Slack will revolutionize the way people work. Users will be able to interact with agents to accomplish tasks. Sohom shared his vision for Slack's evolution. He believes Slack will become an AI-based operating system for work, rather than just a messaging app.

Things you’ll learn:
- How the future of work involves collaborating and co-creating with AI agents
- Reduce the time spent on information gathering by providing contextual and relevant information
- How Slack AI ensures the privacy and security of user data
- By integrating Salesforce agents and third-party agents into Slack, you can further enhance work efficiency and collaboration

Work with AI and Agents in Slack to Transform your Work Success (Italian Subtitles)

The concept of “work” is going through a big inflection point. The way we work is changing. The current work environment isn’t working. Employees are overwhelmed by information and applications. Knowledge workers use 11 to 25 applications daily. This makes them feel lost and spend more time on auxiliary tasks than actual work. It’s hard for employees to be efficient and effective when they have to use so many unconnected applications.

AI has the potential to dramatically improve productivity and efficiency. In fact, by 2030, it’s estimated that 80% of project management tasks will be automated. To take advantage of these benefits, we need to do more than just adopt new technology. We need to change the way we work.

Listen in to this session from Slack City Tour Amsterdam, to hear from Mike Rawson, CIO of citizenM on how they use Slack across various lines of business, how the company transitioned property management systems in just weeks instead of months, and how Slack has played an instrumental role in the Value Driven Agile approach Mike has developed. 

Things you’ll learn:
- The current state of work and its challenges
- What is the potential of AI and technology in the future of work
- citizenM's digital transformation journey and use of Slack

The Future of Work: Human-Centered, AI-Powered (Italian Subtitles)

Work with AI and Agents in Slack to Transform your Work Success (Spanish Subtitles)

The Future of Work: Human-Centered, AI-Powered (Spanish Subtitles)

Work with AI and Agents in Slack to Transform your Work Success

Unlock the full potential of Slack to enhance your team’s communication and collaboration. Effective internal communication is crucial for aligning teams, fostering collaboration, and building a strong company culture. In this webinar, we’ll dive into the best practices for using Slack and share actionable tips to help you optimize its features.

Things you’ll learn:
- Building a solid foundation for internal communication in Slack
- How Internal Comms teams are leveraging Slack's features to their fullest
- Ideas for strengthening the connection between leadership and employees

Mastering Slack for Seamless Internal Communication

Getting work underway is often the hardest part. Before beginning an important task, you have to know where to start and how to get it to “done.” But if you’re spending time figuring this out, you’re slowing down progress. When teams have all the tools, data, people, and processes they need in one place, they’re able to hit the ground running and be set up for long-term success.

In this on-demand webinar, you’ll learn more about Slack templates, which help you start and scale projects, programs, and processes across your organisation.

Things you’ll learn:
- How templates help you standardise and scale processes
- How every line of business can benefit from templates
- How to use templates

Move Work Forward Faster with Slack Templates

When was the last time you searched for critical work information only to spend too much time looking across systems and coming up empty-handed?

You’re not alone, in fact 47% of digital workers struggle to find data or information to perform their jobs effectively.[1]

Your company data is scattered everywhere. Some of it is structured, like CRM or transactional data, while some of it is unstructured, like documents, decks, or messages. How do you keep up and sift through all the noise to get your job done? AI in Slack can help.

When unstructured data in Slack, structured data from CRM, and insights from agents all come together inside Slack, organisations are sitting on a wealth of data and information. Right in Slack, you can harness all this data with AI, and use it to find and prioritise information easier, unlocking your productivity potential.

Join this webinar to learn more about Slack’s latest AI innovations. We’re introducing three powerful updates to AI in Slack that empower teams: new Slack AI features, Agentforce in Slack, and third-party agents.

¹Gartner, “AI in Organisations” Survey 2022

Things you’ll learn:
- How to improve your productivity with simple, one-click AI solutions
- How to query your Salesforce records right from Slack
- How to enable AI on a secure, trusted platform

Work Faster Than Ever Before with New AI Innovations in Slack

Work with AI and Agents in Slack to Transform your Work Success (French Subtitles)

The Future of Work: Human-Centered, AI-Powered

Slack’s Workforce Lab is bringing together world-class experts for a candid conversation about how AI is changing how we work. See the latest findings from professors at MIT, Northwestern and Stanford and hear their take on how AI will affect the global workforce over the next five years.

Things you’ll learn:
- What factors affect the design and adoption of AI tools
- How AI is predicted to affect the global workforce
- How we can build AI tools while remaining centered on human values

Featured speakers:
- Christina Janzer, Sr. VP, Research and Analytics and Head of Workforce Lab, Slack
- James Landay, PhD, Professor of Computer Science, Co-Founder and Associate Director of Stanford Institute for Human-Centered AI, Stanford University
- Elizabeth Gerber, PhD, Professor of Mechanical Engineering, Communication Studies, and Computer Science, Northwestern University
- David Autor, PhD, Professor of Economics, MIT

How AI is changing the future of work: a conversation with expert academics

Businesses are struggling to keep up with the proliferation of apps and data in their tech stack, and employees are paying the price with endless context switching and fragmented focus. That’s why the most innovative companies in the world are using Slack as their work operating system (work OS) for a new era of AI-powered productivity. 

In this webinar, we share the capabilities and benefits of using Slack as your company’s work OS, including how innovative companies use Slack to unlock seamless collaboration and teamwork, empower everyone with automation, connect apps and tools, and accelerate work with secure, easy-to-use AI.

Things you’ll learn:
- How Slack brings together your people, processes, knowledge, culture, data, and applications together in a single intuitive and user-friendly environment
- Examples of how Slack drives business results across every function of an organization
- Answers to frequently asked questions about Slack, such as why customers choose Slack over other solutions

What Is Slack?

In today’s regulated environment, Financial Services firms must reduce costs whilst delivering excellent customer service.

Hear how Insurance Trailblazer, LV= on how they have embraced automation with over 40 personalised journeys and driven self-service innovation with over 100,000 service agent chats a year to secure insurance customers for life.

Secure Customers for Life in Financial Services

Financial Services

Salesforce

insurance

Financial advisor

Financial Management

Customer Service

Self Service IT

Customer Care

The sales management community on BrightTALK is made up of thousands of sales management professionals. Learn about sales training ideas and techniques while improving pipeline development strategies. Join the conversation by participating in live sales development and management webinars and round tables.

Sales Strategy

Get powerful insights on how to best serve today's customers. If you want to create a successful customer experience today, you will have to appeal to the need for “alone together” time. Millennials, Gen X, Boomers or Silent Generation all look for shared but individual experiences.

Customer Experience

Get powerful sales management insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge on the sales strategies that are generating record-breaking booking, revenue and retention numbers.

Sales

The sales community on BrightTALK brings together thousands of engaged sales professionals. Learn about careers in IT sales and marketing, sales techniques and selling strategies. Join the discussion by participating in on-demand and live sales webinars and summits with leaders in the sales industry.

Get powerful insights to run your business. CEOs, CFOs, CMOs, COOs, CTOs and CIOs are among the leaders in this community who connect with peers and experts to grow their businesses.

CxO Strategy

Get powerful operations insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge on which systems and processes are driving operational efficiency, maximizing value and customer success.

Operations

In the business management community, commercial experts will be sharing webinars and videos on an array of subjects. From sales and marketing, to finance, productivity and growth, this content will help you stay up-to-date with the current economic environment and provide timely management insight to drive business growth.

Secure Customers for Life in Financial Services

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About this talk

Salesforce EMEA