Now financial services professionals can instantly access customized, data-driven insights and deliver personalized recommendations for every client
Elements Financial uses Einstein Analytics to deepen client relationships and grow their book of business
India: Salesforce (NYSE: CRM), the global leader in CRM, today announced Einstein Analytics for Financial Services, a customizable analytics solution that provides AI-augmented business intelligence for wealth advisors, retail bankers, and managers.
Banks and wealth management institutions are facing a rapidly changing industry landscape, as new fintech entrants and consumer technologies are simplifying how people save and invest their money. Customers now expect the majority of their financial transactions to be digital but are also demanding smart, high-touch experiences with their advisors when needed. Bankers and wealth managers must deliver modern experiences that are smart, personalized and fast to differentiate their services. Banks have always understood the importance of building best-in-class customer relationships, but often struggle to manually stitch together and correlate all of their customer data from various systems to deliver them at scale. Bankers and wealth managers need to be empowered with immediate, intelligent recommendations to meet customers’ growing expectations for speed and personalization.
Introducing Einstein Analytics for Financial Services
Salesforce Financial Services Cloud delivers a customized CRM experience for financial institutions. Now, with the addition of Einstein Analytics for Financial Services, retail bankers and wealth managers have access to AI-powered insights and recommendations specifically tailored to their role and their customers. By bringing together data from Financial Services Cloud and other data sources, users can instantly surface actionable insights to grow their books of business and deepen client relationships.
Einstein Analytics for Financial Services includes:
Elements Financial is leveraging Einstein Analytics to better understand their customers
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