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Transform CX in Financial Services with AI + Data + CRM
, Head of Salesforce, Standard Bank
, Vice President, Frontline Platforms & Enablement, Canadian Imperial Bank Of Commerce
, Sr. Director, Industry Product Marketing, Salesforce
, Lead Solution Engineer, Salesforce
Role: Administrator, Developer
Industry: Financial Services
Product: Agentforce Financial Services
Session Level: Intermediate
- Wednesday, Sep 133:30 PM - 4:10 PM PDT(10:30 PM - 11:10 PM GMT)Grand Ballroom B (InterContinental, Level 3)
Session Summary by Einstein: In this Dreamforce session, Salesforce product marketing leader, Jim Eup, discussed the potential of AI in accelerating innovation in financial services. They demonstrated how Salesforce's AI capabilities can enhance customer service, sales, and personalized financial engagement. The session also highlighted the importance of data in driving AI and the potential of generative AI in creating more productive and faster customer interactions. The team showcased a demo of how AI can be used to anticipate customer needs, provide personalized experiences, and automate service processes. The session concluded with insights from Salesforce customers, Elise Anderson from CIBC and Neil Price from Standard Bank, who shared their experiences and visions for AI in their organizations.
Key Takeaways by Einstein:
- • The Dreamforce session highlighted the importance of using AI and data to create personalized experiences for customers, emphasizing the need to anticipate customer needs and offer solutions proactively.
- • The session demonstrated how Salesforce's AI capabilities can be used to automate service processes, improve customer interactions, and provide real-time personalization, leading to increased efficiency and better customer experiences.
- • The speakers emphasized the importance of focusing on solving business problems rather than just building capabilities, and the value of integrating feedback early in the process to ensure the right problems are being addressed.
From thought-provoking sessions to hands-on workshops, Dreamforce equips you with the tools and knowledge to succeed."
Nadina D. Lisbon
CRM Enterprise Architect
NetApp
