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Articles by Eran Agrios
How Can Financial Services Firms Grow Business With Agentforce?
Financial services firms are bullish on artificial intelligence (AI), and the conversation is shifting from the benefits of an AI strategy to how to implement and realize those benefits while maintaining regulatory compliance and customer trust. We’re at an inflection point where workforces are overwhelmed with low-value tasks and stalled productivity, but customers expect more personalized experiences and empathetic conversations.
Mastercard and Salesforce Announce New Integration to Transform Transaction Disputes
As consumers seek easier and safer shopping experiences, Mastercard (NYSE: MA) and Salesforce (NYSE: CRM) today announced a new integration to enhance trust across the ecosystem, helping customers speed up the resolution of transaction disputes, and reduce costs associated with resolving them. Disputes and chargebacks, where a consumer notices a transaction they don’t recognise and requests a chargeback from their bank, represent a significant challenge to the entire payments industry.
Onfido Launches Identity Verification Service for Salesforce Financial Services Cloud
Onfido, the leading global provider of automated digital identity verification and authentication announced that its award-winning Real Identity Platform services are now available for Salesforce [NYSE: CRM] Financial Services Cloud customers. Watch a demo here.
What Do Customers Want Most From Their Financial Institutions? We Asked Them
Wouldn’t it be great if your financial institution knew what you needed — before you needed it? One of the biggest financial services trends we’ve seen recently is that people want a steady hand to guide them in money matters. According to our latest study, while 73% of consumers surveyed said they expect their financial institution to anticipate their needs, only 37% said theirs do.
RIAs Swipe Right To Choose The Right Technology Relationship for 2017
Building a successful RIA business requires building strong relationships with clients and — equally important — with your technology partners. All relationships require taking a step outside of your comfort zone today in order to be a part of something successful tomorrow. “Swiping right” — to use today’s dating app terminology — on a new relationship with the right technology partner may seem risky today but could lead your business to a profitable 2017.
2016 Debriefing and 2017 Goal Setting Guide
Look back and consider your progress, projects, and performance in 2016. How effective and successful have you been? Here are some reflection questions to help you reflect on 2016: 1. Have I left anything undone I needed to complete this year? 2. What project(s) do I feel happiest about completing? 3. What was my greatest accomplishment? 4. What was my smartest decision this year? 5. How about my worse decision? 6. What good habits did I pick up? 7. What bad habits did I break or pick up? 8.
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