Best Financial Services Resources

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"> <span class=" header-text "> Financial Services </span> </h1> </div> <div class="bodyCopyComponent parbase section"><div class="margin-40-bottom-lg text-size-default line-height-default "> <span class="text-snow">Empower your customers’ financial success with data and trusted AI.</span> </div> </div> <div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper container-fluid column-container-component"> <div class="bg-default bg-opacity">  </div> <div class="row columns-wrapper " style=" 500" data-content-zone-id="rc-category-header"> <div class="col text-left col-xs-12 col-sm-4 col-md-4 col-lg-4"><div class="cardComponent parbase section"> <div class="thumbnail margin-0-top-lg margin-60-bottom-lg bg-default "> <div class="thumbnail-content thumbnail-linked" data-href="/resources/guides/fsi-customer-service-trends-2024/?d=cta-header-3"> <a href="/resources/guides/fsi-customer-service-trends-2024/?d=cta-header-3" class="card-destination-link hidden-lg hidden-md hidden-sm hidden-xs" title="Intelligent Customer Service Helps Financial Services Firms Level Up">Intelligent Customer Service Helps Financial Services Firms Level Up</a> <div class="graphic "> <div class=" image-link"> <img class="lazy img-responsive margin-0-top-lg margin-0-bottom-lg " alt="" src="//www.salesforce.com/etc/clientlibs/sfdc-aem-master/clientlibs_base/imgs/spacer.gif" data-src="//www.salesforce.com/content/dam/web/en_us/www/images/industries/financial-services/FY25-Q2-FINS-State-of-Service-FINS-cut-Resource%20Card-720x405-2x.png"/> </div> </div> <div class="caption"> <div class="labelSmallComponent headingComponent parbase section"> <h2 id="report" class=" h5 text-snow text-left salesforce-sans-bold margin-10-top-lg margin-10-top-md margin-10-top-sm margin-10-top-xs margin-10-bottom-lg " style="; "> <span class=" header-text "> Report </span> </h2> </div> <div class="headingComponent parbase section"> <h2 id="intelligent-customer-service-helps-financial-services-firms-level-up" class=" h3 text-snow text-left salesforce-sans-regular margin-10-bottom-lg fins-head-1" style="; " data-equalize="fins-head-1"> <span class=" header-text "> Intelligent Customer Service Helps Financial Services Firms Level Up </span> </h2> </div> <div class="bodyCopyComponent parbase section"><div class=" text-size-default line-height-default ret-body-1 " data-equalize="ret-body-1"> <span class="text-snow">When it comes to service, the rules of engagement have changed.</span> </div> </div> <div class="buttonCTAComponent parbase section"> <div class="margin-10-top-lg margin-10-bottom-lg text-left "> <div class="cta_0 buttonCTAItemComponent parbase"> <div class="btn-container "> <a role="button" class="btn btn-lg btn-ghost-snow salesforce-sans-regular " aria-label="Learn more about Intelligent Customer Service Helps Financial Services Firms Level Up" data-content-replacement-close-color="sfdc-swap-button-day"> <span> Learn more </span> </a> </div> </div> </div></div> </div> <div class="card-overlay-container"> <a class="screen-reader-text" href="/resources/guides/fsi-customer-service-trends-2024/">Intelligent Customer Service Helps Financial Services Firms Level Up</a> </div> </div> </div> </div> </div> <div class="col text-left col-xs-12 col-sm-4 col-md-4 col-lg-4"><div class="cardComponent parbase section"> <div class="thumbnail margin-0-top-lg margin-60-bottom-lg bg-default "> <div class="thumbnail-content thumbnail-linked" data-href="/resources/research-reports/financial-services-report/?d=cta-header-1"> <a href="/resources/research-reports/financial-services-report/?d=cta-header-1" class="card-destination-link hidden-lg hidden-md hidden-sm hidden-xs" title="Discover the future of financial services in The Connected Financial Services Report">Discover the future of financial services in The Connected Financial Services Report</a> <div class="graphic "> <div class=" image-link"> <img class="lazy img-responsive margin-0-top-lg margin-0-bottom-lg " alt="" src="//www.salesforce.com/etc/clientlibs/sfdc-aem-master/clientlibs_base/imgs/spacer.gif" data-src="//www.salesforce.com/content/dam/web/en_us/www/images/resource-center/hero/fins23.png"/> </div> </div> <div class="caption"> <div class="labelSmallComponent headingComponent parbase section"> <h2 id="report" class=" h5 text-snow text-left salesforce-sans-bold margin-10-top-lg margin-10-top-md margin-10-top-sm margin-10-top-xs margin-10-bottom-lg " style="; "> <span class=" header-text "> Report </span> </h2> </div> <div class="headingComponent parbase section"> <h2 id="the-connected-financial-services-report" class=" h3 text-snow text-left salesforce-sans-regular margin-10-bottom-lg fins-head-1" style="; " data-equalize="fins-head-1"> <span class=" header-text "> The Connected Financial Services Report </span> </h2> </div> <div class="bodyCopyComponent parbase section"><div class=" text-size-default line-height-default ret-body-1 " data-equalize="ret-body-1"> <span class="text-snow">Over 6,000 customers around the world share why they switch financial services providers, what they look for in digital and in-person experiences, and how they feel about technologies like artificial intelligence.</span> </div> </div> <div class="buttonCTAComponent parbase section"> <div class="margin-10-top-lg margin-10-bottom-lg text-left "> <div class="cta_0 buttonCTAItemComponent parbase"> <div class="btn-container "> <a role="button" class="btn btn-lg btn-ghost-snow salesforce-sans-regular " data-content-replacement-close-color="sfdc-swap-button-day"> <span> Learn more </span> </a> </div> </div> </div></div> </div> <div class="card-overlay-container"> <a class="screen-reader-text" href="/resources/research-reports/financial-services-report/">Discover the future of financial services in The Connected Financial Services Report</a> </div> </div> </div> </div> </div> <div class="col text-left col-xs-12 col-sm-4 col-md-4 col-lg-4"><div class="cardComponent parbase section"> <div class="thumbnail margin-0-top-lg margin-60-bottom-lg bg-default "> <div class="thumbnail-content thumbnail-linked" data-href="/form/future-of-banking-generative-ai/?d=cta-header-2" data-new-window="true"> <a href="/form/future-of-banking-generative-ai/?d=cta-header-2" class="card-destination-link hidden-lg hidden-md hidden-sm hidden-xs" title="The Future of Banking with Trusted Generative AI" target="_blank">The Future of Banking with Trusted Generative AI</a> <div class="graphic "> <div class=" image-link"> <img class="lazy img-responsive margin-0-top-lg margin-0-bottom-lg " alt="" src="//www.salesforce.com/etc/clientlibs/sfdc-aem-master/clientlibs_base/imgs/spacer.gif" data-src="//www.salesforce.com/content/dam/web/en_us/www/images/resource-center/hero/banking-dive-playbook-form-page.png"/> </div> </div> <div class="caption"> <div class="labelSmallComponent headingComponent parbase section"> <h2 id="playbook" class=" h5 text-snow text-left salesforce-sans-bold margin-10-top-lg margin-10-top-md margin-10-top-sm margin-10-top-xs margin-10-bottom-lg " style="; "> <span class=" header-text "> Playbook </span> </h2> </div> <div class="headingComponent parbase section"> <h2 id="the-future-of-banking-with-trusted-generative-ai" class=" h3 text-snow text-left salesforce-sans-regular margin-10-bottom-lg fins-head-1" style="; " data-equalize="fins-head-1"> <span class=" header-text "> The Future of Banking with Trusted Generative AI </span> </h2> </div> <div class="bodyCopyComponent parbase section"><div class=" text-size-default line-height-default ret-body-1 " data-equalize="ret-body-1"> <span class="text-snow">Generative AI is set to transform the banking industry — and acting now to put this tool in place lets banks start small, iterate, and quickly benefit from AI-driven efficiencies. Over the long term, it will help banks future-proof and grow their business.</span> </div> </div> <div class="buttonCTAComponent parbase section"> <div class="margin-10-top-lg margin-10-bottom-lg text-left "> <div class="cta_0 buttonCTAItemComponent parbase"> <div class="btn-container "> <a role="button" class="btn btn-lg btn-ghost-snow salesforce-sans-regular " data-content-replacement-close-color="sfdc-swap-button-day"> <span> Learn more </span> </a> </div> </div> </div></div> </div> <div class="card-overlay-container"> <a class="screen-reader-text" href="/form/future-of-banking-generative-ai/">The Future of Banking with Trusted Generative AI</a> </div> </div> </div> </div> </div> </div> <div class="row"> </div> </div> </div> </div> </div> <div class="row"> </div> </div> </div> </div> <div class="columnContainer parbase section"><div data-target-init-function="columnContainer.targetInit" class=" columns-wrapper column-container-component"> <div class="bg-karl-the-fog bg-opacity">  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