Empower your customers’ financial success with trusted AI

Watch this session to discover the future of service excellence in financial services.

Putting the latest innovations in data, workflow automation, and generative AI at your fingertips. At the Fins Interactive Basecamp, you'll have the opportunity to:

- Discover how AI and automation can revolutionise customer service by offering rapid response times, personalised interactions, and efficient issue resolution.
- Explore your AI enriched data and receive instant, actionable insights.

Discover the multifaceted role of AI across financial services with our webinar, AI in Finance: Enhancing Service, Sales, and Operations.

Financial professionals from service, sales, acquisition, claims, and lending will gain insights into AI's practical applications. Discover how AI-readiness doesn’t require an overnight overhaul but a strategic shift in mindset, preparing your institution to lead in the AI-first financial landscape.

- Renovate: your approach across various functions by leveraging AI to enhance responsiveness and efficiency, whether it's in customer service, sales engagement, or back-office operations.
- Evolve: your adoption by leveraging digital colleagues, which can help accelerate customer acquisition, streamline claims processing, and innovate lending practices.
- Transcend: by empowering customers with proactive data-driven insights that drive better decision-making and satisfaction.

This webinar is an educational opportunity to better understand the evolution, value and versatility of AI in the financial services.

In today's fast-paced world, customers increasingly seek quick solutions to their issues, with a strong preference for self-service options that allow them to resolve common problems independently. How can financial services organisations navigate compliance and regulatory challenges while implementing advanced service processes to enhance customer experience and reduce service costs?

Achieving widespread organisational implementation and adoption of elevated service processes presents its own set of challenges. We recognise that compliance concerns, regulatory hurdles, and migrating from legacy systems are difficult obstacles, but they can be overcome!

You will learn:

- The actionable insights and proven strategies that our customers have used to accelerate the evolution of their service processes.
- How to transform your call center into an efficiency hub to boost your Net Promoter Score (NPS), reduce operational costs, and drive revenue growth

Get a first look at "Digital Lending for India", Salesforce’s made-for-India product for financial services. Learn about the benefits of a unified loan origination platform that accelerates decision-making, reduces costs, and empowers underwriters with comprehensive data and automation. Don't miss this opportunity to explore the future of digital lending in India.

Key Discussion Points:
- Streamlining Loan Origination: Explore how to streamline the entire loan origination journey, from application intake to pre-disbursement operations, ensuring faster and more efficient processing.
- Enhanced Customer Experience: Learn how Salesforce platform improves customer interactions with intuitive interfaces, pre-built journeys, and seamless integrations, resulting in quicker loan approvals and satisfied borrowers.
- Unified Platform Benefits: Understand the advantages of a single platform for personal, home, and auto loans, offering comprehensive data for effective underwriter review and decision-making.
- India-Specific Integrations: Discover the importance of pre-built integrations for Aadhaar authentication, KYC, and bank verification, tailored to meet the unique needs of the Indian market.
- Empowering Underwriters and Agents: See how automation and data-driven insights enable underwriters and mid-office agents to make informed decisions, reduce manual errors, and process a higher volume of applications efficiently.

Watch a demonstration of a modern, streamlined application process and hear from Salesforce product management on the robust roadmap for “Digital Lending For India”.

Join us for a recap of the most important takeaways from Dreamforce 2024, specifically for Financial Services leaders.

- Learn how automonous agents powered by Agentforce can deliver better service outcomes for Financial Services
- Learn how generative AI can help manage the complexity of financial services
- See how you can embrace AI with a foundation of trust
- Discover how to gain a competitive edge with Data & AI