How Financial Services Can Balance Trust with AI Innovation
Every new technology brings with it uncertainty, and generative AI is no different. Financial services can start bridging the gap between innovation and trust today by embarking on one of three potential horizons for AI adoption.
Customers Will Switch Banks Due to Poor Service — Here’s How AI Can Help
With AI, you can better meet your customers' needs and give them the personalised service they expect from their bank.
What Do Customers Want Most From Their Financial Institutions? We Asked Them
We asked thousands of consumers around the globe what they wanted from their financial services institutions. Their response? Personalised care and simple digital services.
4 Ways to Improve the Digital Banking Experience
The digital solutions banks should put at the heart of their customer experience strategy.
How Financial Services Institutions Can Accelerate Value Creation
BCG and Salesforce research charts how Financial Services organisations are accelerating digital transformation so they can deliver greater business value, faster.
Financial Services Have Slipped for A/NZ Customers — What Needs to Change?
The latest Future of Financial Services Report — a window into global consumer preferences and behaviour — hones in on what Australians and New Zealanders want from today’s financial service providers.
Financial Services Are Missing the Mark With Customers — Here’s Why
Our research reveals firms must wrangle data better and track the entire customer journey to meet rising expectations. Shreya Sethi, Senior Director and Head of Financial Services, Business Value Services at Salesforce, shares four ways financial services can start repositioning for sustainable growth.
The Case for Connected Compliance in Financial Services: How Fragmented Approaches Slow Down Providers
Financial services providers will always have new regulations to consider. But what’s the true cost of managing these regulations as separate requirements, or as obligations rather than opportunities? Jason Hanna, Lead Solution Engineer at Salesforce, explains what’s at stake and why providers should be thinking of compliance from a singular, end-to-end vantage point.
Finserv With A Human Touch: Prospa and Nano Digital Home Loans Show How
How can finserv leaders strike the right balance between relationship building and tech-enabled conveniences? We spoke with leaders who say those goals aren’t mutually exclusive — in fact, each depends on the other.
Infographic: 5 Ways the Banking Industry Can Improve the Customer Experience
Compelling evidence shows that banks have been improving their relationship with customers since the beginning of 2020 — the start of the pandemic. As outlined in The Customer Imperative in Financial Services: Permission…