From Idea to Implementation: AI in Financial Services
Looking to bring AI to your financial services org? Learn how the Salesforce Platform, powered by Data Cloud, brings your use cases to life and how to navigate regulatory/architecture considerations.
Important: This session is first come, first seated. You do not have a reserved seat.
, Data Cloud Capability Lead, Slalom
, Financial Services Salesforce Industry Lead, Slalom
, Salesforce Technical Director, First American Title
Role: Administrator, Architect
Industry: Financial Services, Technology
Product: Agentforce Marketing, Agentforce 360 Platform, Data 360
Topic: Artificial Intelligence
Session Level: Intermediate
Session Type: Breakout
Wednesday, Sep 1810:15 AM - 11:00 AM PDT
(5:15 PM - 6:00 PM GMT)
Metreon AMC, L3, Theater 8
Session Summary by Einstein: The recent conference session provided an in-depth exploration of Salesforce Data Cloud's role in enhancing financial services, emphasizing its ability to de-silo and unify data across ecosystems. Attendees learned how Data Cloud serves as the foundational layer for AI, centralizing first-party and third-party data to activate across various channels, thus enabling personalized customer experiences and more informed business decisions. The session also delved into the practical applications of Data Cloud in addressing common industry challenges like customer acquisition, cross-selling, and new account onboarding, showcasing its potential to streamline processes and bolster efficiency. Furthermore, discussions on the zero copy integration highlighted Data Cloud's ability to visualize and action data without duplicating storage, reducing cost, and technical debt.
Key Takeaways by Einstein:
• Salesforce Data Cloud is pivotal for financial services, providing the infrastructure for AI by centralizing and harmonizing data to create unified customer profiles and actionable insights.
• Real-world use cases of Data Cloud in financial services include improving customer acquisition, cross-selling, and new account onboarding, thereby driving customer satisfaction and business growth.
• The zero copy capability of Data Cloud allows organizations to visualize and leverage their data within the platform while maintaining data security and minimizing storage redundancy.
With sessions and hands-on activities led by product experts, visionaries, and fellow Trailblazers, Dreamforce offers a deep dive into the latest in CRM + AI + Data + Trust.
Merlinda Lu
Salesforce Developer, IBM
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