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Unlock Data and AI for Predictable Revenue in Financial Services

Featured Speakers:

Lizzy Hardwick, CRM Analytics Product Manager, Salesforce
John Hope, CRM Analytics Solution Engineer, Salesforce

In a time of unprecedented change, Financial institutions must adapt to workforces shifting to hybrid models, customers expecting digital and personalized experiences, and increasing compliance and regulatory complexity. To drive revenue and deepen customer relationships, institutions must have a complete view of their customers and their business. However, data remains untapped in most organizations, often trapped in silos or accessible only to data specialists.

Join us in this webinar to learn how your organization can unlock data and AI for revenue-driving employees within the Salesforce workflow.

Key takeaways from this webinar:

  • Learn best practices for unlocking data to unite every team around a trusted, unified customer 360
  • Hear how you can arm relationship managers and leaders with data-driven insights to improve productivity and deep customer engagement
  • Discover Salesforce’s newest innovation for maximum revenue intelligence with Financial Services Cloud Intelligence

 

Access the webinar now.

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