Name: Top Takeaways for Financial Services Leaders from Dreamforce ’23
Start: 2024-05-01T04:33:00Z
End: 2024-05-01T04:33:37.000Z
Location: BrightTALK
Rating: 0

Salesforce is the #1 AI CRM, helping every company become an AI Enterprise with one trusted platform, Einstein 1. Our best-in-class CRM for sales, service, marketing, and commerce is deeply integrated with trusted AI and unified data, so companies can create stronger customer relationships, increase employee productivity, and deliver higher margins.

Join us at the Small Business Innovation Day Broadcast where you’ll learn how Small and Medium-Sized Businesses (SMB) put technology at the core to find more prospects, win more deals, keep customers happy, and connect all their data on a unified platform.

Enjoy the latest innovations from Salesforce, hear from industry experts and learn best practices you need to grow efficiently and scale sustainably.

You will learn how to:
• FIND more leads and engage your audience with personalised content
• WIN more deals with less effort through automation of your sales process
• KEEP more customers with outstanding personalised service
• CONNECT with your team and seamless customer communication faster
• GROW your business with smarter decision-making 

Register now to be the next game-changer for your business.

Small Business Innovation Day Broadcast

Get an overview of the solutions presented and seize the chance to ask our experts questions about our platform.

Salesforce in Health
With Salesforce Customer 360 for Health, you can:
- Collaborate on a customer-first health platform
- Connect health processes with automation
- Curate health experiences in real time

Connected care from anywhere
Delivering connected care at home can be complex. A core part of our mission at Salesforce is to support our customers who are working on providing healthcare services in the community. You will learn how to:
- Meet patients where they are and enable care beyond the clinic
- Personalise engagement with targeted patient journeys and a single source of truth
- Simplify scheduling and visits with automated tools for care professionals and patients

Integrated referral management for GPs and hospitals
See how Salesforce can facilitate the end to end flow from a patient visiting a GP, through to assessment, triage, and scheduling in the EMR. 

This solution includes smart forms, electronic patient records, OCR, patient and GP communications, and automated workflows- all in a single solution.

Putting People at the Heart of Health with CRM + AI + Data + Trust

Join Salesforce for an exclusive ANZ recap webinar where we'll delve into the most captivating moments and commerce innovations announced at Salesforce Connections 2024. Our industry leaders will explore the latest trends, opportunities, and global insights from over 2,700 commerce leaders surveyed for Salesforce's 3rd edition of the State of Commerce.

Join this webinar to:
- Explore the groundbreaking trends and game-changing ideas showcased at Salesforce Connections.
- Discover how the latest innovations from Salesforce can revolutionise your approach to customer engagement.
- Hear from Salesforce leaders and customer on their key takeaways from Chicago

Delve into the cutting-edge world of CRM and Commerce technology as we uncover the strategies and innovations taking customer engagements to new heights.

Where it all clicks: ANZ insights from Salesforce Connections 2024

Calling all marketers! AI is reinventing data-driven marketing, and now is the time to set your strategy in motion. Join Salesforce experts Daisy Han, Leandro Perez and Evelyn M Cass as we present the latest trends on data, AI, and personalisation from our 9th State of Marketing report, recently launched in May. 

We’ll discuss insights gleaned from nearly 5,000 marketers worldwide, as well as a lens on what's top of mind for marketers in APAC specifically, including:
- A snapshot of the biggest trends, priorities, and challenges impacting marketers today
- Review & compare marketers' progress on customer data quality, timeliness, and connectivity
- How marketers are using and plan to use both predictive and generative AI

Additionally, we will also take a look at the top announcements from Salesforce Connections 2024, the AI learning event of the year for marketing and commerce.

2024 State of Marketing Report: What Every Marketer Needs to Know

While it's clear that AI is going to change the game for sales, its broad and infinite applications can be daunting for sales leaders. You might be asking yourself, "Which use case will have the greatest impact on my team?" Or, "Where do I even start?" Well, we've got you covered. 

Watch this webinar to get:
- 5 real-life examples of how AI can supercharge your sellers
- Live demos of each AI capability in action, so you can see it for yourself
- Actionable tips on how to start using these AI capabilities in your organisation

5 Practical Ways AI Can Help Sellers Close Deals Faster

Einstein Copilot for Tableau is a Generative AI assistant to help data analysts ask questions using natural language to automate time-consuming and repetitive tasks—helping to increase analyst productivity.

Join this  webinar to see how Einstein Copilot for Tableau automates data curation, data prep, writing calculations, formatting worksheets, dashboard design, and much more to help analysts explore data and uncover insights faster.

You will get to learn:
- How to better explore data using Einstein Copilot for Tableau
- How to get from data preparation to visualisation faster
- How to guarantee accuracy with the Einstein Trust Layer
- The roadmap for Einstein Copilot for Tableau

Einstein Copilot for Tableau: Your Partner in Data Exploration and Analysis

Explore the transformative potential of embedded analytics and develop GAI experiences by integrating Tableau’s powerful tools within your apps. Learn how to unlock deep insights, elevate your business strategy, and integrate Tableau’s Pulse with Salesforce Experience Cloud.

Embed AI Everywhere: Unlock AI Insights with Embedded Analytics

Owing to the overwhelming popularity of our recent events in Sydney and Melbourne featuring Ryan Warren, VP of Personalisation and Data Solutions at Salesforce, we are pleased to announce the addition of a webinar. This ensures that everyone has the opportunity to hear from Ryan Warren on how to develop a robust enterprise data and personalisation strategy.

Ryan Warren brings with him over 25 years of experience in Digital Experience Design, AI, and Machine Learning. He has been recognised for creating billions of dollars in revenue and works with organisations such as Nike, Microsoft, American Express, Charles Schwab, SiriusXM, L'Oreal, Walmart, Disney, Merrill Lynch, NBC, and countless others.

Join us as we discuss the marketing landscape disrupted by key mega trends, such as the cookieless future, declining eCommerce and campaign effectiveness. We will address challenges in engaging customers, unpack the concept of Moment Orientation, and review data-driven personalisation strategies that deliver trust and adaptability at scale.

Webinar highlights:
- Gain insights into leveraging data science for predicting Customer Lifetime Value.
- Learn how to personalise every customer experience with AI and real-time data to optimise conversions and reduce costs
- Understand how identifying moments of churn can guide the right frequency of customer engagement
- Hear real-life case studies demonstrating revenue growth and audience transformation

Unlocking Growth with Enterprise Data, AI and Personalisation Strategy

AI and Data have a symbiotic relationship; the intelligence of AI is only as good as the data it's fed. The quality and scale of good data is the one that empowers AI to identify relevant patterns, make predictions, and automate complex tasks.

And while every organization is racing to deliver AI and it's benefits across their solutions, but how can you deliver trusted AI that understands your business and your customers?

Watch this webinar and learn how to:

- Unlock trapped data to build a foundation for trusted AI to scale your teams and grow your business
- Harness the power of Data Cloud to build a unified 360-degree view of your customer every team can act on
- Incorporate predictions to automate business actions in the flow of work

4 Steps to Transform your Company with Data & AI Powered by Data Cloud

Up to 95% of IT leaders state that integration challenges are one of the largest barriers to AI adoption. 

Learn how MuleSoft helps Salesforce organizations integrate and orchestrate data from Sales Cloud, Service Cloud, and other disparate systems to build a scalable foundation that's ready for any AI strategy. 

In this session, we'll take you through the framework for how to connect, compose, control, and take action around your applications with the power of MuleSoft's Anypoint Platform.

How Salesforce Customers Build an AI-ready Foundation with MuleSoft

At Tableau, we've helped thousands of people and organisations transform how they use data, analytics, and AI to solve business problems — do you want to do the same? 

Watch this webinar to discover the secrets of Tableau’s unique approach to analytics. Here’s a clue—Tableau is designed to help all people use data to quickly answer their own business questions.

Register now if you want to:
- Transform all of your data into new business insights fast
- Reimagine how you solve business problems with data
- Upskill your career using AI-powered analytics that everyone can use
- Get started today with the world's leading analytics platform

Get to Know Tableau

Generative AI is the #1 technology that IT feels the pressure to onboard quickly. IT leaders need to help their teams skill up fast and bring the power of AI to their organizations quickly so that they don’t get left behind.

Watch this webinar to learn how Salesforce is democratizing AI App Development with our latest no-code and low-code tools, Einstein Copilot and Prompt Builder, to bring AI directly into the flow of work and increase productivity across every department.

Extend Your C360 with AI Powered Apps and Automation

Watch this webinar featuring guest speaker Kate Leggett, Forrester Research Vice President and Principal Analyst, to hear the cutting-edge trends in customer service. Infuse trusted AI and data into the customer service conversation to provide context and ultimately, help your agents deliver the right service. 

Also, learn how to justify Service Cloud to your executive team with a business case. 

Guest speaker Veronica Iles, Senior Consultant, will walk through the recently commissioned Forrester Consulting Research Total Economic Impact™ study that found improvement in agent retention by 40% and case deflections by up to 50%.

Featured Speakers:

Kate Leggett, VP, Principal Analyst, Forrester
Veronica Iles, Sr. Consultant, Forrester
Mala Ravi, Director, Product Marketing, Salesforce

Top 3 AI and Data Trends in Customer Service

The next wave of innovation - Generative AI is here. At MuleSoft Integration, we believe that AI powered experiences start with a strong foundation in Integration and Automation.

Join us on at this webinar to learn how integration using APIs can:
- Help provide the right data at the right time
- Be used to adapt your business processes more quickly to new AI use cases
- Securely embed external AI models with the MuleSoft Integration Anypoint platform

Plus also learn how MuleSoft Integration will use AI in the future to simplify integrations even more.

MuleSoft Integration- A Foundation for Generative AI

We often hear our government customers speak to the challenge of delivering better digital services that meet citizen expectations, whilst also balancing financial pressures to do more with less. Generative AI (GenAI) offers significant opportunities for government to build trust by making services simpler, more personalized and cost effective to deliver. But to what extent do citizens want what GenAI has to offer?

To understand citizens’ perspectives, Salesforce partnered with BCG and surveyed more than 4,800 internet users across Australia and New Zealand (A/NZ) and sought input from 18+ global experts to understand online government service delivery trends in the -Trust Imperative 4.0 GenAI: The Trust Multiplier for Government - report. We asked them about their expectations and satisfaction with digital government services, attitudes towards government use of GenAI, trust in government to use AI responsibly and factors that might build trust. The Trust Imperative 4.0 report presents the findings of this research.

You’re invited to join Gisele Kapterian, Salesforce APAC Public Sector Strategy Lead and Miguel Carrasco, BCG Managing Director and Senior Partner and Global Leader of the BCG Center for Digital Government and BCG X for Public Sector as they deep dive into the most critical findings of the report.

Join this virtual session to learn more about:
- Citizen perspectives on digital government service delivery, and service improvement opportunities
- How GenAI could become a force multiplier for increased trust in government, if deployed well with responsible AI practices
- How government can begin to unlock the benefits of GenAI now with 3 key action

Generative AI: The Trust Multiplier for Government

Field service organizations 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. 

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%

How to Scale Field Service with AI & Automation

Combine, shape, and clean your movie data faster

Ready to dive into the data behind the movies you love without the time-consuming process of traditional data preparation? Join us to see how Tableau Prep can help you quickly and easily sort through large datasets from IMDb and start creating star-level visualisations!

Check this webinar out if you want to learn: 
- Scenarios to use Tableau Prep
- Data optimisation best practices
- Basics of RDBMS design principals used in this solution & how to create them in Tableau Prep
- Aggregation & cleaning tips
- Overcoming challenges of array fields

Data + Movies: Get to Know Tableau Prep with IMDb Data

Modernize your analytics with the newest enterprise capabilities in Tableau Cloud. Data is mission critical for business, but realizing your data's value requires more than just having it.  

Watch this session to learn how global organizations drive mission-critical analytics and unleash AI by moving to the cloud.

Accelerate Enterprise Analytics and AI with Tableau Cloud

Top takeaways for Retail and Consumer Goods Leaders from Dreamforce '23

Top takeaways for Automotive Leaders from Dreamforce '23

Top takeaways from Manufacturing Leaders From Dreamforce ’23

Top Takeaways for SMB Leaders from Dreamforce '23

Top Takeaways for Service Leaders from Dreamforce '23

Top Takeaways from Dreamforce 2023

Watch this webinar for recap of the most important takeaways from Dreamforce 2023, specifically for financial services leaders.

You will learn:
- What is the Einstein Trust Layer and why it is a game-changer for Financial Services?
- How can financial services firms take advantage of AI while protecting the privacy and confidentiality of customer data
- How Einstein, Data Cloud and Financial services cloud work together to create real time service experiences

Top Takeaways for Financial Services Leaders from Dreamforce ’23

Salesforce

Financial Services

Digital Transformation

Artificial Intelligence

Customer Data

Data Governance

Customer Data Platform

Data Privacy

Machine Learning

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.

Customer Experience

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.

Top Takeaways for Financial Services Leaders from Dreamforce ’23

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