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Unlock Financial Services Data and Scale Impact

Salesforce

Data is crucial for financial services institutions (FSIs) to succeed. In this blog post, we’ll look at the importance of data in financial services and the challenges of financial data integration. 2024 continues to be a landmark year in financial services, marked by significant changes in digital transformation. Back to top.)

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Proactive Customer Service: You Read My Mind, and Earned My Trust

Salesforce

In today’s customer service, anticipating and meeting customer needs before they express them is the gold standard. While our research finds that 61% of service professionals say their organizations address issues proactively, only a third of customers agree! Find out how in the 6th State of Service.

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Yes, Brands Can Turn Customer Service Into a Profit Center

Salesforce

Over the years, you’ve put a lot of money into your customer service centers. You’ve upgraded technology, upskilled your agents, and invested in 24/7 self-service options. But here’s the thing: Cutting costs can’t come at the expense of customer service. the growth over those that don’t.

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The Alphabet Soup of Service: Customer Service Acronyms Every Professional Should Know

Salesforce

Walk into any customer service floor and you’ll hear conversations like this: “Sarah’s AHT is killing our SLA, but her CSAT scores are solid, so let’s check her FCR before we panic.” If youre in the customer service industry, youre immersed in the language of customer service acronyms.

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3 Ways AI Agents Bridge the Gap Between Remote and In-Office Workers

Salesforce

This capability is particularly valuable in the context of AI and remote work, where seamless communication and efficient task management are crucial. Agentforce is Salesforce’s suite of tools, services, and actions to help companies quickly build and deploy such agents.

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Leveraging Application Integration Services for Enhanced Business Intelligence

Sales Pop!

Application Integration Services play a pivotal role in helping organizations rely on analytics and insights for a competitive edge in today’s data-driven world. Unifying disparate data sources, streamlining workflows, and increasing overall business intelligence capabilities through integration services have never been more essential.

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How Can Financial Services Firms Grow Business With Agentforce?

Salesforce

Financial services firms are bullish on artificial intelligence (AI), and the conversation is shifting from the benefits of an AI strategy to how to implement and realize those benefits while maintaining regulatory compliance and customer trust. How do AI agents in financial services help firms grow business? Let’s dive in.

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