Embracing AI in Financial Services: Strategic Mindsets for Success

Financial professionals from service, sales, acquisition, claims, and lending will gain insights into AI's practical applications. Discover how AI-readiness doesn’t require an overnight overhaul but a strategic shift in mindset, preparing your institution to lead in the AI-first financial landscape.

• Renovate: your approach across various functions by leveraging AI to enhance responsiveness and efficiency, whether it's in customer service, sales engagement, or back-office operations.
• Evolve: your adoption by leveraging digital colleagues, which can help accelerate customer acquisition, streamline claims processing, and innovate lending practices.
• Transcend: by empowering customers with proactive data-driven insights that drive better decision-making and satisfaction.

This webinar is an educational opportunity to better understand the evolution, value and versatility of AI in the financial services.

Don't miss out—register now

Join us on 29 August from 11:00 AM to 12:00 PM AEST for a session that promises to be insightful, valuable, and educational, offering a panoramic view of AI's impact on banking, Insurance, Superannuation and Wealth in Australia and New Zealand.

Featured Speakers:

• Amy Holt, Principal Solutions Engineer - Financial Services, Salesforce
• Gayan Benedict, Chief Technology Officer, Salesforce
• Robert Whitaker, Senior Director Financial Services Industry Advisor, Salesforce