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

Published by Salesforce

The Salesforce whitepaper titled "The Future of Financial Services: Better Customer Experiences Start with Automation" examines how financial institutions can enhance customer experiences through automation. It highlights the shift towards digital-first customers and their rising expectations for easy, transparent, and personalized services. The report is based on a survey of 2,250 financial services customers and interviews with industry experts, revealing that customers often feel dissatisfied and are willing to switch providers for better service.

Key recommendations include strategic automation to improve efficiency and accuracy, centralizing customer data for better personalization, and forming partnerships to enrich customer insights. Emphasizing the importance of financial wellness and enabling customers to control their data are also crucial for success in the evolving financial landscape.

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Related Categories Financial Services, Insurance