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AI in Banking

global finance using Salesforce

How Financials Services Prepare for AI

Data is in The Spotlight for Financial Services The financial services industry — from the boardroom to the customer — finds itself in a transformative era. Banks, insurers, and financial services firms are hyper focused on expanding existing relationships and attracting new customers. They’re doing it by putting an operational spotlight on cultivating more immersive experiences while simultaneously curbing costs — with an eye on… Read More »How Financials Services Prepare for AI

salesforce AI banking

AI Impact on Salesforce & Banking

AI will fundamentally change the banking industry — and society — in a positive way. New roles will be created, such as generative AI security or generative AI customer service. AI can make it easier to help customers with long-term financial planning, decide when to pay off their mortgage, or how to grow their retirement savings. The immediate imperative is to learn and keep up… Read More »AI Impact on Salesforce & Banking