white paper

By SalesForce: The Future of Financial Services: Better Customer Experiences Start with Automation


The future is here and it's digital first.

After three straight years of unprecedented uncertainty, consumers have shown extraordinary resilience by converting to a digital-first lifestyle without missing a beat.

In our 2022 global survey of financial services customers, we heard one thing loud and clear. They want intuitive, personalized experiences that emphasize their overall financial wellbeing. Maybe that’s no surprise, but, time is running out for firms to invest in experiences that keep customers happy and loyal.

Read the full whitepaper here.


    Sign up to receive our press releases and blogs.