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How to Transform Professional Services With Data and AI

AI is quickly reshaping how professional services deliver value to clients. But before organisations can unlock the potential of AI, your foundation must be solid—your data.

Join this live webinar with data experts from Salesforce to learn how your professional services organisation can become a data-driven and insights-led practice by leveraging your data and AI within a CRM. See how leveraging your data can help you make smarter decisions, improve efficiency, and deepen client relationships.

Register now to learn how to:

  • Gain a holistic view across matters and clients: Integrate data from multiple sources to get a unified view on clients, cases, and operations—empowering strategic decisions.
  • Unlock insights from documents and external data: Import and analyse external data, including legal documents and PDFs, to surface key insights that strengthen your case strategy and client advisory.
  • Gain a global perspective by integrating data across front office and back office:: Integrate data from multiple sources and discover how to make it actionable in the flow of work

Access the webinar now.

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