Name: The Future of Customer Experiences in Financial Services
Start: 2022-11-08T06:30:00Z
End: 2022-11-08T06:30:55.000Z
Location: BrightTALK
Rating: 5

Salesforce is the customer company, helping companies connect with customers in a whole new way since 1999. Its pioneering formula of CRM + AI + Data + Trust helps companies embrace artificial intelligence across Customer 360, its complete portfolio of products that unites every team around the customer on an integrated, metadata-driven platform.

You will find videos related to topics that help you deliver personalised experiences your customers expect by using the integrated CRM platform that we call our Salesforce Customer 360 Platform. It provides powerful, connected products for improving your marketing, sales, commerce, service, IT, and more. We also include Trailblazer stories from the APAC region. Visit us at https://www.salesforce.com/au/resources/  to find out more.

In this session, we will demonstrate how Data Cloud can help unlock the trapped data within your organization, build and orchestrate that elusive Single View of the Customer. 

You will learn:

- Learn what is Data Cloud and how it is an enabler for an effective AI strategy
- Understand how it can help you leverage the data and insights present in your own datalakes, warehouses and models 
- View the demo of end-to-end Data Cloud functionality from data ingestion to orchestration
- Hear from experts on what it takes to build a hyper scaler platform like Data Cloud and key innovations

You will also discover why Salesforce Data Cloud was named as the Leader in 2024 Gartner Magic Quadrant for CDP and how it can be an enabler to meet your CX goals.

Building Trusted Relationships with Data + AI

Showcasing service excellence

We invite you to an extraordinary virtual event that will change the way you perceive the future of service excellence in financial services. Experience innovation like never before at the Fins Virtual Interactive Basecamp.. 

This isn't your typical event. There will be no lengthy presentations or dull slides. Instead, we invite business and IT leaders to embark on an immersive journey, putting the latest innovations in data, workflow automation, and generative AI at your fingertips. At the Fins Interactive Basecamp, you'll have the opportunity to:

- Discover how AI and automation can revolutionise customer service by offering rapid response times, personalised interactions, and efficient issue resolution.
- Explore your AI enriched data and receive instant, actionable insights.

This isn't just another event where you passively observe. Join us for a dynamic, hands-on experience that redefines how you envision your business's future.

Financial Services AI Basecamp

With the recent release of Tableau 2024.1 and the general availability of Tableau Pulse, join us to discover how Tableau can help drive data-driven decision-making across an entire organization through intelligent, personalized, and contextual insights, powered by AI.  

Learn more about what you need to get started, regardless of your expertise with data visualization tools.

In this webinar, you will discover:
- AI-Powered Insights: Uncover how our latest AI capabilities seamlessly integrate intelligent insights into your daily workflow.
- Consistent Metrics: Effortlessly establish and maintain organizational consistency with standard metric definitions.
- Data Clarity for All: Regardless of your expertise, learn how Tableau Pulse ensures everyone can see, understand, and act on data effectively.

Revolutionize your Approach to Data with AI

Recap of the most important takeaways from Dreamforce 2023, specifically for Manufacturing Leaders.

- Discover how to overcome the greatest challenge to AI adoption
- Data quality and silos
- Learn how generative AI can help manage the complexity of manufacturing
- See how you can embrace AI with a foundation of trust

Top takeaways from Manufacturing Leaders From Dreamforce ’23

Field service organisations around the world are struggling to balance dueling priorities of meeting customer demands and driving productivity. As a result, the need for both efficient and intelligent service delivery is rising and AI is now an imperative. 

Join us to learn how Salesforce Field Service, powered by the Einstein 1 Platform, enables companies to:

- Drive productivity in the field with trusted predictive and generative AI
- Proactively manage work and assets on one connected platform with real-time data
- Deploy faster and use automation to improve first time fix rates by 31%*

This webinar includes a demo of our latest Field Service innovations, best practices from customer implementations, and a discussion with product leadership on upcoming roadmap.

*Source: Salesforce Field Service Success Metrics Study, 2022

How to Scale Field Service with AI & Automation

We live in a new world of AI that has completely changed the game for service. Particularly, for Self-Service, AI and GPT have revolutionized what customers expect out of the experience. 75% of customers want to communicate with brands the same way they do friends & family – through messaging.

With these new expectations in mind, support teams are being challenged to transform their offerings to keep their customers coming back. 

Learn how you can:
- Scale Service with AI and Automation
- Creating a connected customer journey 
- Enter new era of intelligent customer support with Gen AI & Conversational messaging

How Gen AI & Conversational Messaging meets Customer's Need for Speed

Discover the key takeaways from Dreamforce 2023 for SMB leaders.

Learn how small and medium businesses can deliver profitable growth with Data+AI+CRM+Trust. Discover how with Salesforce you can:
Connect, engage, and serve more customers
Convert more leads
Transform the customer journey & experience

Top Takeaways for SMB Leaders from Dreamforce '23

Information overload kills productivity. 

Slack AI is an intuitive AI experience embedded in your workspace that helps you search, summarize and find answers faster. You don’t need to become a prompt engineer to harness the power of AI; in Slack, with one-click solutions, it’s easy for anyone to take advantage of AI.

Join this webinar to learn more and see our AI in action. You’ll learn how it can empower your employees with trusted AI in Slack—where the flow of work already happens—so they can reach their most productive potential.

Work smarter and faster with trusted AI in Slack

With NAB halfway through the transition to their new CRM, Charlotte Cadness, Executive in NAB's Digital Data Analytics Division, says they’re already seeing the wins. Having retail and business bank employees working on the same platform, they’ve gained a powerful, 360-degree view of the customer. NAB’s approach to AI is also focused on improving CX, within a strong risk framework. That means employees can better understand the tools within that framework, and in the context of data ethics and privacy.

What’s the one big thing driving CRM and AI approaches at NAB?

Discover the key takeaways from Dreamforce 2023 for customer service and field service leaders. Learn about our latest AI innovations and how Service Cloud can empower your teams to reimagine service, reduce costs, and scale personalized experiences for every customer.

Top Takeaways for Service Leaders from Dreamforce '23

Discover the secret to exceptional customer experiences: real-time insights. 

Learn how Legend leveraged MuleSoft to drive real-time insights and elevate customer experiences.

Unlock the Power of Real-Time Customer Experiences with MuleSoft

Whether your business has two employees or two hundred, efficient growth is top of mind. 

Learn how Salesforce increases the impact of your sales, service, and marketing teams. 

In this webinar, you’ll get top tips for SMBs to:
- Optimize lead routing and scoring
- Track your deals pipeline and, manage forecasts
- Solve customer issues quickly

Success Tips to Help SMBs Find, Win, and Keep Customers

Watch the Salesforce Innovation Day Broadcast and experience how generative AI and the world’s #1 AI CRM can help you grow trusted customer relationships and transform business like never before.

Enjoy the latest innovations from Salesforce, hear from industry experts and be inspired by local Trailblazer.

Salesforce Innovation Day Broadcast

Curious to know how to manage generative AI securely across your organisation?

Large language models (LLMs) work with LLM APIs to unleash the power of generative AI across your organization. MuleSoft's Universal API Management helps protect and govern any API including LLM APIs to be built and deployed anywhere.

Learn how to improve visibility and control for all your APIs, and how Alexion, part of AstraZeneca, is using an API-led architecture across its business.

How to Embrace and Manage AI Securely Across Your Organisation

Apple and Salesforce have partnered to help businesses provide the best customer service and field service experiences. 

Watch this webinar to learn how you can make engagement feel effortless on mobile using new messaging and augmented reality innovations from Apple + Service Cloud, and take your service engagements to the next level.

Take Service Engagement to the Next Level With Apple + Service Cloud

In just two years, 57% of businesses expect that more than half of their revenue will come from digital channels.* As a result, companies in every industry are prioritising and optimising their ecommerce initiatives. 

Watch this session to learn how the Salesforce platform can help you:

- Build ecommerce experiences fast
- Use data from across your business to win loyalty
- Streamline operations
- Drive profitable growth

*Second Edition: State of Commerce

Drive Profitable Growth by Easily Adding Commerce to Every Digital Experience.

Today, many organisations are overwhelmed by their tech stacks. In fact 94% of sales organisations are evaluating their current technologies to see how and where they can simplify while increasing seller efficiencies and productivity, and continuing to deliver customer value. Sales Cloud Unlimited+ provides customers even more value by bringing the best of Salesforce for Sales together in a single package - making it easier to buy Salesforce, simplify your sales tech stacks, and accelerate growth on one platform.

Join us for this webinar to:
 · How Salesforce’s Tony Kays, SVP Sales, is approaching technology consolidation in his organisation
· Learn how Sales Cloud Unlimited+ brings together the power of Data + AI + CRM + Trust, from prospecting to collaborating with teams to using analytics to influence decisions to planning the perfect territories - all grounded in data to fuel AI at every step on a single platform.
· Experience the power of Sales Cloud Unlimited+ through a live product demonstration.

Introducing Sales Cloud Unlimited+: The Best of Salesforce for Sales

Sales forecasting and pipeline management are critical to grow revenue, yet Gartner research shows that these are the top areas where sales operations functions are least effective. How can you increase effectiveness in these disciplines and ultimately grow revenue in 2024? 

To increase confidence in sales forecasting and pipeline management, sales leaders and team need to drive consistency, simplify processes, and bolster data-driven decisions. And you will need to have a complete visibility into business health, real-time predictability to identify risks, and actionable insights to hit quota — all on one platform.

In this session, you will:
✔️ Learn best practices to increase forecasting accuracy by 28% 
✔️ See how embedded AI and insights accelerates pipeline conversion 
✔️ Experience Sales Cloud's built-in forecasting and pipeline management capabilities with a live demo

How to accurately predict revenue and win deals faster

What is ahead for ASEAN’s financial services industry in 2022?

Did you know that 1 in 3 financial customers switched providers for better ease of use? This 2022 global survey of 2,250 financial services customers from Australia, Japan, Singapore, USA and many more reveals that the industry needs to step up its game to serve the increasing number of digital-first customers.

Join our industry expert, Prakash Thomas and our special Trailblazer customer for an insightful discussion to explore new opportunities for ASEAN Financial Service Institutions (FSIs), where it’s heading, and how to be successful in 2022.
Key takeaways:

- Evolving trends and impact on customer expectations in a volatile economy
- How ASEAN FSIs can elevate customer experiences at scale
- How to succeed in today’s digital-first world amid uncertain times

The Future of Customer Experiences in Financial Services

Customer Experience

customer expectations

Customer Care

Customer Service

Customer Loyalty

Financial Services

Fintech

Digital Experience

Digital Transformation

Get powerful marketing insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge on which marketing strategies and techniques are driving customer and revenue growth.

Marketing

The marketing community on BrightTALK is made up of thousands of engaged marketing professionals. Find relevant webinars and videos on marketing strategy, branding and more presented by recognized thought leaders. Join the conversation by participating in live webinars and round table discussions.

Welcome to the mobile computing community on BrightTALK! With the consumerization of IT and the widespread adoption of mobile devices across the globe, mobile computing has become an important part of many people's lives in a culture of bring your own device (BYOD). With mobile devices doubling as work phones and more employees working from home, businesses need to provide secure access to data and work applications from anywhere at any time. Join this growing community and hear from industry thought leaders in webinars and videos as they share their insight on mobile computing research and trends.

Mobile Computing

Cloud computing has exploded over the past few years, delivering a previously unimagined level of workplace mobility and flexibility. The cloud computing community on BrightTALK is made up of thousands of engaged professionals learning from the latest cloud computing research and resources. Join the community to expand your cloud computing knowledge and have your questions answered in live sessions with industry experts and vendor representatives.

Cloud Computing

Join thousands of engaged IT professionals in the application management community on BrightTALK. Interact with your peers in relevant webinars and videos on the latest trends and best practices for application lifecycle management, application performance management and application development.

Application Management

As an IT professional, many of the problems you face are multifaceted, complex and don’t lend themselves to simple solutions. The information technology community features useful and free information technology resources. Join to browse thousands of videos and webinars on ITIL best practices, IT security strategy and more presented by leading CTOs, CIOs and other technology experts.

Information Technology

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.

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.

The Future of Customer Experiences in Financial Services

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