Name: Driving Service Innovation in Financial Services
Start: 2023-06-13T03:00:00Z
End: 2023-06-13T03:00:44.000Z
Location: BrightTALK
Rating: 0

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.

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

Discover the latest innovations in business automation with Salesforce AI. Explore the power of Generative Flows, Einstein, and Large Language Models (LLM) to accelerate automation using clicks, not code.

You’ll learn how to implement seamless workflow integration with MuleSoft, Salesforce Flow, and Slack powered by AI and automation to increase efficiency for every process across all your teams.

Use AI to Accelerate Business Automation with MuleSoft and Flow

Did you know 49% of of sales professionals struggle to safely use generative AI at work? While the benefits of Sales AI are clear, navigating the complexities of trust and adoption present significant challenges.

Need help navigating AI for Sales? We’ve got you covered with our new Sales AI playbook - helping you realise the true potential of trusted AI, built-in to the #1 CRM. Watch this webinar as we unveil our Sales AI playbook and help you:


- Discover the latest Generative AI innovations, including Einstein Copilot for Sales
- Learn how Crexi’s sales reps use AI to boost their productivity 
- Experience a live demo of Sales Cloud’s built-in, trusted AI capabilities

Your Sales AI Playbook: Supercharge Selling with the #1 AI CRM

What are some of the many profound applications for AI that will dramatically improve our lives? Imagine a powerful, life-long learning tool that knows your interests and preferences; or a personal assistant to take the friction out of life, so you can focus on the important things.

AI is changing the human condition, says Senior Vice President of Strategic Planning and Chief Futures Officer, Peter Schwartz. It will transform virtually every aspect of our lives, almost everywhere, which means there are bound to be issues; but also massive opportunities.

What are the greatest opportunities AI will deliver in our future?

Financial Services are being asked to do more with less.

This means maximizing agent productivity, optimizing technology to drive efficiency, and finding ways to reduce cost to serve.

Join us, and hear from our Trailblazer - Bank of the Philippine Islands - to learn how:

• Focusing on productivity will bring cost savings in the short term, and opportunity for growth and loyalty in the long term.
• Deploying automation can deliver better service experiences with intelligent chatbots, and more.
• Using data collected through digital and in-person interactions can personalize customer engagements and continuously gain insight on their needs.

Featured Speakers:

- Sonny Santos Distinguished Solution Engineer, Financial Services, Salesforce
- Weng Espiritu Virtual Store Head, Bank of the Philippine Islands

Driving Service Innovation in Financial Services

Customer Engagement

Automation

Financial Services

Digital Transformation

Customer Data

Personalization

Customer Experience

Customer Retention

Digital Experience

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.

Driving Service Innovation in Financial Services

Presented by

About this talk

More from this channel