In this Exclusive Webinar organized by the Asociación Mexicana de Entidades Financieras Especializadas (AMFE) and Doblegroup. We discovered the innovative strategies of financial institutions that close more loans in less time with Salesforce AI.
In today's dynamic landscape, where customer expectations are increasingly demanding and operational efficiency is key, financial institutions are constantly looking for solutions that allow them to stand out. Is your institution prepared to exceed customer expectations and optimize every stage of your operation?
Join us on a tour of the innovations that are shaping the financial landscape.
In this webinar you will learn:
- The evolution of Salesforce in the financial sector and its focus on personalization of services.
- How data integration enables intelligent and proactive care.
- The key times in the sales cycle (Time to Yes, Time to Sign, Time to Cash) and how to optimize them
- How to differentiate between a traditional chatbot and an AI-powered virtual agent, and how the latter elevates the resolution of complex cases.
- How a unified platform can align different departments to achieve sales and service objectives.
Don't miss the opportunity to delve deeper into these strategies and discover how they can be applied to your finance business.
