We asked thousands of consumers around the globe what they wanted from their financial services institutions. Their response? Personalized care and simple digital services.
Your clients don’t want more face-to-face meetings but they still want a personal touch. Generative AI helps advisors find meaningful connections, get the right information, and start conversations that matter.
When companies don’t have a single record of customer activity, interactions are impersonal, disjointed, outdated and, often, just plain annoying. Here's how to avoid that.
Automation is playing a bigger role in the media and entertainment industry’s drive to boost productivity. New research from Salesforce and Omdia explores how automation can help you engage with customers and make your teams more efficient.
A new service strategy shifts higher-touch interactions to lower-cost methods while improving customer response times and satisfaction. Here’s how it works.