Reports Financial Services State of Sales Kulbir Rai April 3, 2023 Empower Financial Services teams to work faster and smarter with a simpler tech stack. Reports Sales Digital Transformation How financial services firms can thrive in the Middle East Salesforce EMEA February 9, 2023 As financial services firms across Middle East face enormous change, established firms can take on entrants by prioritising customer service. Digital Transformation Financial Services Reports Personalisation Four personalisation tactics for financial services in South Africa Salesforce EMEA February 3, 2023 See how Absa is leading personalisation in financial services – and how customers, staff and the wider community are reaping the rewards. Customer Success Financial Services Personalisation Customer Success Automation Improves Risk Assessment at Swiss Re Salesforce EMEA November 2, 2022 Automation is key to improving business operations. Read on to see how Tableau-powered Magnum Analytics automates risk assessment for Swiss Re Customer Success Data Culture Financial Services Financial Services Cloud Automation for Better Banking Experiences Salesforce Authors October 18, 2022 Read this blog to learn the most notable learnings about consumer behaviour and preferences from the Future of Financial Services report. Financial Services Financial Services Cloud Reports Financial Services Cloud Digital, Personalised Client Experiences in Wealth & Asset Management Neeta Mundra September 16, 2022 Want to improve your wealth management client experiences? We outline how to wow clients with personalised digital-first experiences. Customer Experience Financial Services Financial Services Cloud Customer Journey Using Data For Stellar Customer Journeys In Insurance Stuart Mieklejohn September 16, 2022 Want to know how you can use data to enhance the insurance customer journey? We outline how data analysis can improve customer experiences. Data Culture Financial Services Customer Journey Financial Services Cloud A New Consumer Duty Salesforce UK September 14, 2022 The UK’s Financial Conduct Authority (FCA) will be introducing a new Consumer Duty on financial services firms. Read more about it here. Financial Services Financial Services Cloud Reports African Financial Firms Building Trust in Digital Client Relationships Salesforce EMEA August 18, 2022 As banking services across Africa continue to face enormous change, traditional financial services providers must evolve to stay relevant. Financial Services Financial Services Cloud Reports Customer Experience Roundtable: Customer Expectations in Banking Salesforce UK August 17, 2022 How can you deal with changing customer expectations in banking? Read a summary of our roundtable event with Marketforce & industry experts. Customer Experience Financial Services Customer Relationships
Reports Financial Services State of Sales Kulbir Rai April 3, 2023 Empower Financial Services teams to work faster and smarter with a simpler tech stack. Reports Sales
Digital Transformation How financial services firms can thrive in the Middle East Salesforce EMEA February 9, 2023 As financial services firms across Middle East face enormous change, established firms can take on entrants by prioritising customer service. Digital Transformation Financial Services Reports
Personalisation Four personalisation tactics for financial services in South Africa Salesforce EMEA February 3, 2023 See how Absa is leading personalisation in financial services – and how customers, staff and the wider community are reaping the rewards. Customer Success Financial Services Personalisation
Customer Success Automation Improves Risk Assessment at Swiss Re Salesforce EMEA November 2, 2022 Automation is key to improving business operations. Read on to see how Tableau-powered Magnum Analytics automates risk assessment for Swiss Re Customer Success Data Culture Financial Services
Financial Services Cloud Automation for Better Banking Experiences Salesforce Authors October 18, 2022 Read this blog to learn the most notable learnings about consumer behaviour and preferences from the Future of Financial Services report. Financial Services Financial Services Cloud Reports
Financial Services Cloud Digital, Personalised Client Experiences in Wealth & Asset Management Neeta Mundra September 16, 2022 Want to improve your wealth management client experiences? We outline how to wow clients with personalised digital-first experiences. Customer Experience Financial Services Financial Services Cloud
Customer Journey Using Data For Stellar Customer Journeys In Insurance Stuart Mieklejohn September 16, 2022 Want to know how you can use data to enhance the insurance customer journey? We outline how data analysis can improve customer experiences. Data Culture Financial Services Customer Journey
Financial Services Cloud A New Consumer Duty Salesforce UK September 14, 2022 The UK’s Financial Conduct Authority (FCA) will be introducing a new Consumer Duty on financial services firms. Read more about it here. Financial Services Financial Services Cloud
Reports African Financial Firms Building Trust in Digital Client Relationships Salesforce EMEA August 18, 2022 As banking services across Africa continue to face enormous change, traditional financial services providers must evolve to stay relevant. Financial Services Financial Services Cloud Reports
Customer Experience Roundtable: Customer Expectations in Banking Salesforce UK August 17, 2022 How can you deal with changing customer expectations in banking? Read a summary of our roundtable event with Marketforce & industry experts. Customer Experience Financial Services Customer Relationships