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Leveraging CRM to Drive a Faster Path to Value in Financial Services

Featured Speakers:

Featured Guest: Alyson Clarke, Principal Analyst, Forrester
Eran Agrios, SVP and GM, Financial Services, Salesforce

A challenging economic climate and competitive landscape mean that financial services firms are under increasing pressure to acquire new customers and deliver better customer experiences while running their business more efficiently. In this session, hear how next gen CRM solutions, purpose-fit for retail banks, insurers, as well as investment and wealth management firms can support these priorities and drive a faster path to value.

Join Alyson Clarke, Principal Analyst at Forrester and Eran Agrios, GM of Financial Services at Salesforce for a lively discussion about what Financial Services companies should look for in their CRM solutions and how next gen CRMs have evolved to do more than just drive sales. CRM is the new "core" platform that's essential to delivering both customer and business value by activating your data to connect with your customer using relevant, personalized insights.


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