Discover sales opportunities faster with AI
Posted: Sun May 25, 2025 7:00 am
AI can act like a personal assistant, helping relationship managers improve their lead and opportunity scoring across all kinds of services and products — from checking bundles to secured loans. AI improves forecasting by predicting likely performance outcomes for different business lines, whether investment, commercial, or retail banking.
In a single dashboard, predictive AI can surface relevant insights to deepen existing relationships or capture new clients for the bank. Generative AI can integrate data from third parties as well as internal sources to make suggestions in the flow of work, which increases the accuracy and relevance of those recommendations.
With the power of both predictive and generative AI, the relationship manager can understand the best channel to reach the client, with a relevant and compelling offer. These functions help reduce the time relationship managers require to fully understand customer needs across the bank while improving their experience.
next-level marketing personalization
Creating marketing segments and subsegments used to take afghanistan phone number list weeks, and results could be lackluster and generic. Generative AI is changing that, enabling marketers to create segments within the client database using natural language prompts — and the results are available in just seconds.
These marketing personalization tools help marketers quickly build the most relevant offers or promotions, then test and learn from each, to further refine segmentation. For example, marketers using Agentforce can target customers with low savings coverage by creating an offer recommending products or services that improve financial security. The marketers can then use generative AI-powered, prebuilt email templates to share that offer with the targeted customer. Over time, the messaging gets refined as the AI engine learns how customers respond to the content. The net result: Offers become super-personalized and conversion rates improve.
One bank testing Agentforce has seen engagement jump three to four times. The reason? The messaging is rooted in real-time customer behavior and actions, making the recommendations connected and authentic.
In a single dashboard, predictive AI can surface relevant insights to deepen existing relationships or capture new clients for the bank. Generative AI can integrate data from third parties as well as internal sources to make suggestions in the flow of work, which increases the accuracy and relevance of those recommendations.
With the power of both predictive and generative AI, the relationship manager can understand the best channel to reach the client, with a relevant and compelling offer. These functions help reduce the time relationship managers require to fully understand customer needs across the bank while improving their experience.
next-level marketing personalization
Creating marketing segments and subsegments used to take afghanistan phone number list weeks, and results could be lackluster and generic. Generative AI is changing that, enabling marketers to create segments within the client database using natural language prompts — and the results are available in just seconds.
These marketing personalization tools help marketers quickly build the most relevant offers or promotions, then test and learn from each, to further refine segmentation. For example, marketers using Agentforce can target customers with low savings coverage by creating an offer recommending products or services that improve financial security. The marketers can then use generative AI-powered, prebuilt email templates to share that offer with the targeted customer. Over time, the messaging gets refined as the AI engine learns how customers respond to the content. The net result: Offers become super-personalized and conversion rates improve.
One bank testing Agentforce has seen engagement jump three to four times. The reason? The messaging is rooted in real-time customer behavior and actions, making the recommendations connected and authentic.