Challenges in Modern Banking
- 90% of customer interactions with banks are service related, often requiring multiple systems and people to complete
- 55% of customers are likely to leave their bank due to poor service
- Only 16% of banking customers are satisfied with their bank’s digital experience
On Demand Webinar Details
Explore how Salesforce and advanced AI solutions like Agentforce are transforming banking services. In this session, our panel discussed strategies for automating service requests for account maintenance, disputes and complaints (just to name a few).
By leveraging Salesforce and Agentforce, banking institutions can automate up to 80% of these routine service requests. This streamlines operations, allowing customer service agents to dedicate their time to more strategic, high-value tasks. The result? Enhanced customer experiences, increased efficiency, and stronger customer loyalty—a true win-win for both your team and your customers.
Key Topics Explored:
- Navigating complex account management and banking services needs
- How AI and automation are revolutionizing banking services
- Techniques for personalizing customer interactions in financial services
- Leveraging Salesforce to unlock efficiency in operations and elevate the customer experience
Meet the Panel:
- Greg Jacobi, VP & GM, Banking and Lending, Salesforce
- Scott Effler, Director of Product Architecture, Bridgenext
- Sean Hogan, Head of Salesforce Business Development & Partnerships, Bridgenext
Learn more about how Bridgenext can help you to unlock automation between your core banking systems and your Salesforce investments that will allow you to service your customers faster and more effectively.
Download the recorded session today.