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Driving Productivity: 3 ways AI is changing contact centres in financial services

AI is reshaping everyday life — and nowhere is that more evident than in customer service. Today’s contact centers hold a goldmine of customer insights — from conversations and behaviours to preferences and purchase history. For service leaders across Banking, Insurance and Wealth, AI provides a unique opportunity to drive huge productivity uplift for frontline teams, automating simple repetitive workloads and augmenting complex tasks to free up human capacity to focus on the conversations that really matter with customers.

In this webinar, discover how the convergence of AI, unified channels & data, and a holistic enterprise strategy can transform your contact center into a powerful engine for revenue and customer loyalty. Hear fromAIA New Zealand, the largest life insurer in NZ, as they share their story of transformation integrating their channels & AI into their frontline experience, reducing agent cognitive load, and enhancing their customer experience.

You'll learn how to:

Unify your Channels & Customer Data:break down channel & data silos by bringing conversations together through a true omni channel strategy, accelerating insights and outcomes across every interaction.

  • Drive Frontline Productivity:Automated simple, repetitive tasks, and augment your assisted workforce experience to free up human capacity for the complex, high value conversations that really matter, where the human connection remains critical.
  • Align Sales and Service to Drive Revenue: Empower agents and reps to collaborate with AI-powered tools that surface upsell, cross-sell, and proactive engagement opportunities in real time.

Join us, andAIA New Zealand, to explore how AI can unlock the full value of your customer data, drive huge productivity uplifts, and turn your contact center into a competitive differentiator — not just for today, but for the future.


Featured Speakers:

  • Luke Longley, Chief Technology Officer at AIA New Zealand
  • Matthew Watson, Customer Service Transformation Director at Salesforce
  • Maddi Deans, Industry Advisor & Principal Solutions Engineer at Salesforce
  • Tom Bisson, Lead Solution Engineer at Salesforce

Register now

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