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Unlocking Success with Financial Services: Best Practices & AI-Powered Insights

Unlocking Success with Financial Services: Best Practices & AI-Powered Insights

This insightful session, led by Coastal and Salesforce, explores how financial institutions can leverage data and AI to drive business value, improve efficiency, and enhance the customer experience.

Key takeaways from this session:

  • Real-world examples from banking leaders: Hear from experts at Capital One and Bremer Bank as they share their experiences and best practices for implementing and utilizing Salesforce solutions.
  • The importance of data in driving business outcomes: Discover how these banks are using data to gain insights, improve decision-making, and drive accountability across their organizations.
  • Building a data-driven culture: Learn how to overcome challenges with data quality, security, and adoption, and foster a culture of data-driven decision-making.
  • Leveraging AI for predictive insights: Explore how AI tools like Einstein Discovery can be used to predict customer attrition and identify opportunities for deepening relationships.
  • The role of Salesforce in enabling data and AI initiatives: Understand how Salesforce solutions, including Data Cloud and CRM Analytics, can empower financial institutions to harness the full potential of their data.

This session is a must-watch for any financial services leader who wants to:

  • Learn from their peers and gain practical insights for leveraging data and AI.
  • Discover how to drive business value and improve efficiency through Salesforce solutions.
  • Stay ahead of the curve and embrace the latest innovations in data and AI.

Fill out the form to access the on-demand video and unlock the power of data and AI in your financial institution.

By submitting this form, you agree to have your contact information, including email, passed on to Coastal for the purpose of following up on your interests. By submitting I confirm that I have read and agree to the privacy policy.

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