Salesforce logo

Trends in Financial Services

Lessons from nearly 2,800 global leaders on building resilience in the face of COVID-19
For the Trends in Financial Services Report, Salesforce Research surveyed financial services leaders worldwide at key junctures: immediately preceding the pandemic, and again nearly a year later. Combined, these two studies provide a unique perspective into the financial services industry’s evolution and what it now takes to succeed. This research uncovers:
 
How the crises upended financial services’ priorities and damaged customer experience
 
Growth strategies and tactics adopted by financial services institutions (FSIs)
 
The importance of autonomous finance — which Forrester defines as algorithm-driven financial services that make decisions or take action on a customer’s behalf*
Questions? Call us at 800 1301 448 (SG), 800 967 655 (HK), +65 6302 5700 (Intl)
iPad image that says "Trends in Finance: The Future is Autonomous"
 

Sign up once and unlock all our resources.

Enter your first name
Enter your last name
Select your title
Enter a valid email address
Enter a valid phone number
Select your industry
Choose a valid country
Agree to all disclosures below.
By registering I confirm that I have read and agree to the Privacy Statement.
This field is required.
 
 
Truste Verified Privacy. Powered by TrustArc