- “Salesforce has launched expanded financial services – powered by AI – that offer more targeted and trusted automation to help teams unlock insights, deliver excellent customer service, and drive operational efficiencies.
- 78% of banking customers now establish their first connection with a financial institution via a website or app. Unfortunately, the experience of being a customer in the digital age isn’t matching up. On average, fewer than 15% of customers across banking, insurance, and wealth management feel that their financial needs are being anticipated.
- Last year, Salesforce customers reported seeing a 27% increase in case resolution using self-service, automation, and artificial intelligence, including Service Cloud-powered chatbots. Virtual Assistant, an intelligent Einstein-powered chatbot solution, is designed to automate routine requests faster across digital channels, like text and messenger platforms, so agents can focus on tasks that require human interaction.”