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No credit card. No installations.</p>\n","link":{"label":"Try for free","variant":"text","url":"https://www.salesforce.com/form/signup/financial-services-cloud-trial/?d=pb","target":"_blank","ariaLabel":""},"kind":"card_contactus","id":"1679672709316_j1m"},{"icon":{"src":"https://wp.salesforce.com/en-us/wp-content/uploads/sites/4/2024/08/call.svg"},"headline":"Talk to an expert.","description":"<p>Tell us a bit more so the right person can reach out faster.</p>\n","link":{"typeOptions":{"kind":"standard"},"variant":"text","label":"Request a call","url":"https://www.salesforce.com/form/contact/contactme-financial-services/?d=pb","target":"_blank","ariaLabel":""},"kind":"card_contactus","id":"1679672709319_hhx"},{"icon":{"src":"https://wp.salesforce.com/en-us/wp-content/uploads/sites/4/2024/08/play.svg"},"headline":"Watch a demo.","description":"<p>Learn how Salesforce for financial services empowers customers' financial success.</p>\n","link":{"label":"See demo","variant":"text","url":"https://www.salesforce.com/form/industries/financial-services/demo/demo-sf-for-financial-services/?d=pb","target":"_blank","ariaLabel":""},"kind":"card_contactus","id":"1679672709324_g6f"}],"path":"/artificial-intelligence/use-cases/financial-services/personalized-engagement","urlLoc":"us","curHref":"/artificial-intelligence/use-cases/financial-services/personalized-engagement/?bc=HA","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"open-template","curLocale":"en-us"}], chassis: 'v2', }; window.sfdcBase = window.sfdcBase || {}; window.sfdcBase.chat = window.sfdcBase.chat || {}; window.sfdcBase.chat.invite = window.sfdcBase.chat.invite || {}; </script> <div class="globalnav-wrapper-c360 "> <a class="screen-reader-text skip-to-content-c360" href="#main-content"> <div class="screen-reader-container">Skip to content</div> </a> <hgf-c360nav locale=us search="true" show-region-selector="true" context-nav-enabled="true" hide-login="false" truly-hide-login="false" show-button-main=true show-button-secondary=false hide-contact="false" origin=https://wp.sfdcdigital.com/en-us/wp-json> </hgf-c360nav> <hgf-c360contextnav origin=https://wp.sfdcdigital.com/en-us/wp-json> </hgf-c360contextnav> </div> <main id="main-content" class="pbc-open-template"> <div data-blade-id="1678213869719_r69" data-blade-position="1" data-blade-name="sf/marquee" data-blade-variant="marquee" data-blade-source="www" data-blade-type="blade"> <style> section[id="1678213869719_r69"] .headline strong { color: #0D9DDA !important; font-weight: inherit; } </style> <section id="1678213869719_r69" class="relative marquee--blade marquee--right-image" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main image__overflow " data-module-track-impressions="" data-module-id="1678213869719_r69" data-module-name="Personalized Engagement " data-module-position="1" data-module-type="headline"> <div class="image__wrapper "> <div class="image__inner"> <img loading="eager" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Personalized-Engagement-Marquee-1.png?w=1024" class="image__asset" alt="Finance-Personalized-Engagement-AI" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Personalized-Engagement-Marquee-1.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Personalized-Engagement-Marquee-1.png?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Personalized-Engagement-Marquee-1.png?resize=768,767 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Personalized-Engagement-Marquee-1.png?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> <div class="content__wrapper "> <header class="marquee__blade-heading eyebrow--standard "> <div class="eyebrow eyebrow-display-1"> <div class="eyebrow__image"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/06/icon-ind-fin-services.svg?w=1024" class="" alt="" sizes="100vw" srcset="" /> </div> <div class="eyebrow__label pbc-g-text-eyebrow"> Financial Services </div> </div> <h1 class="headline marquee__headline--standard" style=" color:#032D60 "> Personalized Engagement </h1> <div class="blade__description"> <p>Bankers and Wealth Managers often find it challenging to deliver personalized interactions at scale due to client data being scattered across various systems. 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</section> </div><div data-blade-id="1681823787438_8ss" data-blade-position="2" data-blade-name="sf/oneup" data-blade-variant="oneup" data-blade-source="www" data-blade-type="blade"> <section id="1681823787438_8ss" class="relative oneup--blade oneup--left-image" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main grid--onebyone" data-module-track-impressions="" data-module-id="1681823787438_8ss" data-module-name="Client Financial Plan and Goal Summaries " data-module-position="1" data-module-type="headline"> <div class="image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Personalized-Engagement-Feature-Card-6.png?w=1024" class="image__asset" alt="" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Personalized-Engagement-Feature-Card-6.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Personalized-Engagement-Feature-Card-6.png?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Personalized-Engagement-Feature-Card-6.png?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Personalized-Engagement-Feature-Card-6.png?resize=1024,1024 1024w" height="1024" width="1024"/> </div> <div class="content__wrapper"> <div class="content__container"> <header class="oneup__blade-heading"> <h2 class="headline" style=" "> Client Financial Plan and Goal Summaries </h2> <div class="blade__description"> <p>Summarize financial plans and financial goals to prepare for a upcoming meeting with an ultra high net wealth worth client.</p> <p><strong>Object Referenced<br></strong>Accounts, Financial Plan, Financial Goal</p> <p><strong>Data Sources</strong><br>CRM, Flow</p> <p><strong>Template Type</strong><br>Prompt</p> <p><strong>How to use</strong><br>This is a standard prompt available in your org. Navigate to desired client account, open client/account overview, click generate summary button to generate client account summary.</p> <p><strong>Availability</strong><br>GA Oct. '24</p> </div> </header> </div> </div> </article> </div> <div class="background__gradient" style="background-image: linear-gradient(180deg, #FFFFFF 0%, rgb(255, 255, 255) 100%);"></div> </section> </div><div data-blade-id="1725046118907_2ui" data-blade-position="3" data-blade-name="sf/oneup" data-blade-variant="oneup" data-blade-source="www" data-blade-type="blade"> <section id="1725046118907_2ui" class="relative oneup--blade oneup--right-image" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main grid--onebyone" data-module-track-impressions="" data-module-id="1725046118907_2ui" data-module-name="Client Relationship Summary" data-module-position="1" data-module-type="headline"> <div class="image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Personalized-Engagement-Feature-Card-7.png?w=1024" class="image__asset" alt="" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Personalized-Engagement-Feature-Card-7.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Personalized-Engagement-Feature-Card-7.png?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Personalized-Engagement-Feature-Card-7.png?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Personalized-Engagement-Feature-Card-7.png?resize=1024,1024 1024w" height="1024" width="1024"/> </div> <div class="content__wrapper"> <div class="content__container"> <header class="oneup__blade-heading"> <h2 class="headline" style=" "> Client Relationship Summary </h2> <div class="blade__description"> <p>Generate a summary of a commercial banking client that will be used to help simplify business relationship planning.<br><br><strong>Object Referenced<br></strong>Accounts</p> <p><strong>Data Sources</strong><br>CRM, Flow</p> <p><strong>Template Type</strong><br>Prompt</p> <p><strong>How to use</strong><br>This is a standard prompt available in your org. Navigate to desired client account, open client/account overview using a standard template, click generate summary button to generate client relationship summary.</p> <p><strong>Availability</strong><br>GA Oct. '24</p> </div> </header> </div> </div> </article> </div> <div class="background__gradient" style="background-image: linear-gradient(180deg, #FFFFFF 0%, rgb(255, 255, 255) 100%);"></div> </section> </div><div data-blade-id="1725046247095_wx2" data-blade-position="4" data-blade-name="sf/oneup" data-blade-variant="oneup" data-blade-source="www" data-blade-type="blade"> <section id="1725046247095_wx2" class="relative oneup--blade oneup--left-image" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main grid--onebyone" data-module-track-impressions="" data-module-id="1725046247095_wx2" data-module-name="Policyholder Account Summary" data-module-position="1" data-module-type="headline"> <div class="image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Personalized-Engagement-Feature-Card-8.png?w=1024" class="image__asset" alt="" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Personalized-Engagement-Feature-Card-8.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Personalized-Engagement-Feature-Card-8.png?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Personalized-Engagement-Feature-Card-8.png?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Personalized-Engagement-Feature-Card-8.png?resize=1024,1024 1024w" height="1024" width="1024"/> </div> <div class="content__wrapper"> <div class="content__container"> <header class="oneup__blade-heading"> <h2 class="headline" style=" "> Policyholder Account Summary </h2> <div class="blade__description"> <p>Data from key insurance-related objects, such as insurance policies, claims, and accounts, is extracted to provide a comprehensive multi-record summary for the user. The summary includes information on policy premiums, coverages, claim payments, and assets.</p> <p><strong>Object Referenced<br></strong>Accounts, Insurance Policies, Insurance Policy Asset, Insurance Claims</p> <p><strong>Data Sources</strong><br>CRM, Flow</p> <p><strong>Template Type</strong><br>Prompt</p> <p><strong>How to use</strong><br>This is a standard prompt available in your org. Navigate to desired policyholder account, select related prompt in the dropdown - Account Summary, click generate summary button.</p> <p><strong>Availability</strong><br>GA Oct. '24</p> </div> </header> </div> </div> </article> </div> <div class="background__gradient" style="background-image: linear-gradient(180deg, #FFFFFF 0%, rgb(255, 255, 255) 100%);"></div> </section> </div><div data-blade-id="1725046515498_8u0" data-blade-position="5" data-blade-name="sf/oneup" data-blade-variant="oneup" data-blade-source="www" data-blade-type="blade"> <section id="1725046515498_8u0" class="relative oneup--blade oneup--right-image" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main grid--onebyone" data-module-track-impressions="" data-module-id="1725046515498_8u0" data-module-name="Asset Allocation Summary" data-module-position="1" data-module-type="headline"> <div class="image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Personalized-Engagement-Feature-Card-8.png?w=1024" class="image__asset" alt="" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Personalized-Engagement-Feature-Card-8.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Personalized-Engagement-Feature-Card-8.png?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Personalized-Engagement-Feature-Card-8.png?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Personalized-Engagement-Feature-Card-8.png?resize=1024,1024 1024w" height="1024" width="1024"/> </div> <div class="content__wrapper"> <div class="content__container"> <header class="oneup__blade-heading"> <h2 class="headline" style=" "> Asset Allocation Summary </h2> <div class="blade__description"> <p>Summarize and view a client’s overall asset portfolio and asset allocation for insight into the client’s risk tolerance and financial goals, helping advisor provide the right advice on asset allocation for clients to achieve their goals.</p> <p><strong>Object Referenced<br></strong>Acccounts, Financial Accounts</p> <p><strong>Data Sources</strong><br>CRM, Flow</p> <p><strong>Template Type</strong><br>Prompt</p> <p><strong>How to use</strong><br>This is a standard prompt available in your org. Navigate to desired client account, select related prompt in the dropdown, click generate summary button.</p> <p><strong>Availability</strong><br>GA Oct. '24</p> </div> </header> </div> </div> </article> </div> <div class="background__gradient" style="background-image: linear-gradient(180deg, #FFFFFF 0%, rgb(255, 255, 255) 100%);"></div> </section> </div><div data-blade-id="1725638378050_kny" data-blade-position="6" data-blade-name="sf/footnote" data-blade-variant="footnote" data-blade-source="www" data-blade-type="blade"> <section id="1725638378050_kny" class="relative footnote--blade" > <div class="container"> <article class="grid grid_main footnote--center"> <div class="footnote__text "> <p><strong>DISCLAIMER: </strong><em>Salesforce pre-built AI solutions are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.</em></p> </div> </article> </div> </section> </div><div data-blade-id="1722890754007_ddi_589166" data-blade-position="7" data-blade-name="sf/promotion" data-blade-variant="promotion" data-blade-source="www" data-blade-type="blade"> <section id="1722890754007_ddi_589166" class="relative promotion--blade promotion--right-image" > <div class="container pb-shadow pb-large-corner"> <article class="grid grid_main promotion_layout--full_height" data-module-id="1722890754007_ddi_589166" data-module-name="Build your own custom solution." data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <div class="image__wrapper mobile-pt-0 promotion_layout--full_height-image_wrapper relative " > <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/Promotion-PB-Whitepaper-Floating-TopPad.png?w=1024" class="image__asset" alt="Salesforce Einstein mascot with examples of prompts for prompt builder." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/Promotion-PB-Whitepaper-Floating-TopPad.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/Promotion-PB-Whitepaper-Floating-TopPad.png?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/Promotion-PB-Whitepaper-Floating-TopPad.png?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/08/Promotion-PB-Whitepaper-Floating-TopPad.png?resize=1024,1024 1024w" height="1024" width="1024"/> </div> <div class="content__wrapper pt-64 mobile-pb-8 mobile-pt-40 mobile-ml-32 mobile-mr-32 pb-64 promotion_layout---image-content_wrapper"> <header class="promotion__blade-heading"> <h2 class="pbc-g-text-display-4 mt-0 mb-24 mobile-mb-16" style=" "> Build your own custom solution. </h2> <div class="blade__description pbc-g-text-body-1-2 mb-48 mobile-mb-32"> <p>Learn how to create prompts for your business needs and bring them into the flow of work.</p> </div> </header> <div class="cta_container flex flex--full_height ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Read the guide" data-link-url="https://www.salesforce.com/form/white-paper/prompt-builder-guide/?d=pb" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="primary" data-stacking="default" aria-label="Read the guide: Build your own custom solution." href="https://www.salesforce.com/form/white-paper/prompt-builder-guide/?d=pb" target="_blank" rel="noopener" > Read the guide </a> </pbc-button> </div> </div> </article> </div> <div class="background__gradient" style="background-image: linear-gradient(180deg, #FFFFFF 0%, rgb(255, 255, 255) 100%);"></div> </section> </div><div data-blade-id="1725068770199_8ml" data-blade-position="8" data-blade-name="sf/nup" data-blade-variant="nup" data-blade-source="www" data-blade-type="blade"> <section id="1725068770199_8ml" class="relative nup--blade layout--4 nup--card_resource" > <div class="container"> <div class="grid grid_main nup nup__4 nup__gridFour"> <header class="nup__blade-heading text--center"> <h2 class="headline" style=" "> Explore other AI use cases. </h2> </header> <div class="cards"> <article class="card card__1 card__wrapper " data-module-track-impressions="" data-module-id="1725068770300_1e0e" data-module-name="Transaction Dispute Management" data-module-position="1" data-module-type="card_resource" data-module-tags-manual="[{"tagName":"Industries:Financial Services","tagUuid":"6e4fc2d6-83a1-4279-a94a-3c75d758e3fc","uuid":"db172792-2c68-11b2-80f8-000d3a4fec0d"}]" data-module-tags-auto="[]" > <div class="card--card_resource card--generic_card pbc-g-elevation-2 flex border-rad-16 "> <div class="card__image__wrapper"> <a href="https://www.salesforce.com/artificial-intelligence/use-cases/financial-services/transaction-dispute-management" tabindex="-1" aria-label="Transaction Dispute Management" data-link-url="https://www.salesforce.com/artificial-intelligence/use-cases/financial-services/transaction-dispute-management" data-link-type="image" target="_self"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/10/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Transaction-Disputes-Marquee.png?w=801" class="card__image" alt="" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/10/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Transaction-Disputes-Marquee.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/10/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Transaction-Disputes-Marquee.png?resize=300,169 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/10/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Transaction-Disputes-Marquee.png?resize=768,432 768w" height="auto" width="auto"/> </a> </div> <div class="card__content__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline mb-16" style=" "> <a href="https://www.salesforce.com/artificial-intelligence/use-cases/financial-services/transaction-dispute-management" data-link-text="Transaction Dispute Management" data-link-url="https://www.salesforce.com/artificial-intelligence/use-cases/financial-services/transaction-dispute-management" data-link-type="header" target="_self"> Transaction Dispute Management </a> </h3> </div> <div class="cta_container flex flex--center"> <pbc-button class="cta_button__wrapper" data-link-text="Learn More" data-link-url="https://www.salesforce.com/artificial-intelligence/use-cases/financial-services/transaction-dispute-management" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="cardText" data-stacking="wideM" aria-label="Learn More" href="https://www.salesforce.com/artificial-intelligence/use-cases/financial-services/transaction-dispute-management" target="_self" rel="noopener" > Learn More </a> </pbc-button> </div> </div> </div> </article> <article class="card card__2 card__wrapper " data-module-track-impressions="" data-module-id="1725069048394_n0s" data-module-name="Insurance Claims Management" data-module-position="2" data-module-type="card_resource" data-module-tags-manual="[{"tagName":"Industries:Financial Services","tagUuid":"6e4fc2d6-83a1-4279-a94a-3c75d758e3fc","uuid":"db172792-2c68-11b2-80f8-000d3a4fec0d"}]" data-module-tags-auto="[]" > <div class="card--card_resource card--generic_card pbc-g-elevation-2 flex border-rad-16 "> <div class="card__image__wrapper"> <a href="https://www.salesforce.com/artificial-intelligence/use-cases/financial-services/claims-management" tabindex="-1" aria-label="Insurance Claims Management" data-link-url="https://www.salesforce.com/artificial-intelligence/use-cases/financial-services/claims-management" data-link-type="image" target="_self"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/10/Industries-AI-pages-AI-for-FINS-Claims-Management-Marquee.png?w=801" class="card__image" alt="" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/10/Industries-AI-pages-AI-for-FINS-Claims-Management-Marquee.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/10/Industries-AI-pages-AI-for-FINS-Claims-Management-Marquee.png?resize=300,169 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/10/Industries-AI-pages-AI-for-FINS-Claims-Management-Marquee.png?resize=768,431 768w" height="auto" width="auto"/> </a> </div> <div class="card__content__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline mb-16" style=" "> <a href="https://www.salesforce.com/artificial-intelligence/use-cases/financial-services/claims-management" data-link-text="Insurance Claims Management" data-link-url="https://www.salesforce.com/artificial-intelligence/use-cases/financial-services/claims-management" data-link-type="header" target="_self"> Insurance Claims Management </a> </h3> </div> <div class="cta_container flex flex--center"> <pbc-button class="cta_button__wrapper" data-link-text="Learn More" data-link-url="https://www.salesforce.com/artificial-intelligence/use-cases/financial-services/claims-management" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="cardText" data-stacking="wideM" aria-label="Learn More" href="https://www.salesforce.com/artificial-intelligence/use-cases/financial-services/claims-management" target="_self" rel="noopener" > Learn More </a> </pbc-button> </div> </div> </div> </article> <article class="card card__3 card__wrapper " data-module-track-impressions="" data-module-id="1725069160210_119a" data-module-name="Client Meeting Preparation" data-module-position="3" data-module-type="card_resource" data-module-tags-manual="[{"tagName":"Industries:Financial Services","tagUuid":"6e4fc2d6-83a1-4279-a94a-3c75d758e3fc","uuid":"db172792-2c68-11b2-80f8-000d3a4fec0d"}]" data-module-tags-auto="[]" > <div class="card--card_resource card--generic_card pbc-g-elevation-2 flex border-rad-16 "> <div class="card__image__wrapper"> <a href="https://www.salesforce.com/artificial-intelligence/use-cases/financial-services/client-relationship-management" tabindex="-1" aria-label="Client Meeting Preparation" data-link-url="https://www.salesforce.com/artificial-intelligence/use-cases/financial-services/client-relationship-management" data-link-type="image" target="_self"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/10/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Client-Meeting-Prep-Marquee.png?w=801" class="card__image" alt="" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/10/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Client-Meeting-Prep-Marquee.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/10/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Client-Meeting-Prep-Marquee.png?resize=300,169 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/10/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Client-Meeting-Prep-Marquee.png?resize=768,432 768w" height="auto" width="auto"/> </a> </div> <div class="card__content__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline mb-16" style=" "> <a href="https://www.salesforce.com/artificial-intelligence/use-cases/financial-services/client-relationship-management" data-link-text="Client Meeting Preparation" data-link-url="https://www.salesforce.com/artificial-intelligence/use-cases/financial-services/client-relationship-management" data-link-type="header" target="_self"> Client Meeting Preparation </a> </h3> </div> <div class="cta_container flex flex--center"> <pbc-button class="cta_button__wrapper" data-link-text="Learn More" data-link-url="https://www.salesforce.com/artificial-intelligence/use-cases/financial-services/client-relationship-management" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="cardText" data-stacking="wideM" aria-label="Learn More" href="https://www.salesforce.com/artificial-intelligence/use-cases/financial-services/client-relationship-management" target="_self" rel="noopener" > Learn More </a> </pbc-button> </div> </div> </div> </article> <article class="card card__4 card__wrapper " data-module-track-impressions="" data-module-id="1725658242814_zjc" data-module-name="Complaints Management" data-module-position="4" data-module-type="card_resource" data-module-tags-manual="[{"tagName":"Industries:Financial Services","tagUuid":"6e4fc2d6-83a1-4279-a94a-3c75d758e3fc","uuid":"db172792-2c68-11b2-80f8-000d3a4fec0d"}]" data-module-tags-auto="[]" > <div class="card--card_resource card--generic_card pbc-g-elevation-2 flex border-rad-16 "> <div class="card__image__wrapper"> <a href="https://www.salesforce.com/artificial-intelligence/use-cases/financial-services/complaints-management" tabindex="-1" aria-label="Complaints Management" data-link-url="https://www.salesforce.com/artificial-intelligence/use-cases/financial-services/complaints-management" data-link-type="image" target="_self"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/10/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Complaints-Management-Marquee.png?w=801" class="card__image" alt="" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/10/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Complaints-Management-Marquee.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/10/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Complaints-Management-Marquee.png?resize=300,169 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/10/Industries-AI-pages-AI-for-FINS-Use-Case-Page-Complaints-Management-Marquee.png?resize=768,431 768w" height="auto" width="auto"/> </a> </div> <div class="card__content__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline mb-16" style=" "> <a href="https://www.salesforce.com/artificial-intelligence/use-cases/financial-services/complaints-management" data-link-text="Complaints Management" data-link-url="https://www.salesforce.com/artificial-intelligence/use-cases/financial-services/complaints-management" data-link-type="header" target="_self"> Complaints Management </a> </h3> </div> <div class="cta_container flex flex--center"> <pbc-button class="cta_button__wrapper" data-link-text="Learn More" data-link-url="https://www.salesforce.com/artificial-intelligence/use-cases/financial-services/complaints-management" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="cardText" data-stacking="wideM" aria-label="Learn More" href="https://www.salesforce.com/artificial-intelligence/use-cases/financial-services/complaints-management" target="_self" rel="noopener" > Learn More </a> </pbc-button> </div> </div> </div> </article> </div> </div> </div> </section> </div><div data-blade-id="1679672709340_17ip_589168" data-blade-position="9" data-blade-name="sf/contactus" data-blade-variant="contactus" data-blade-source="www" data-blade-type="blade"> <section id="1679672709340_17ip_589168" class="relative contactus--blade contactus--link_below layout--3 contactus--card_contactus" > <div class="container container--min-spacing-bottom container--min-spacing-top background__present"> <div class="grid grid_main contactus contactus__3 contactus__gridThree"> <header 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src="https://wp.salesforce.com/en-us/wp-content/uploads/sites/4/2024/08/call.svg" loading="lazy" aria-hidden="true" aria-label="" /> </div> </div> <div class="card__content__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline mt-8 mb-8 mobile-mt-8 mobile-mb-8 pbc-g-text-display-6" style=" "> Talk to an expert. </h3> <div class="card__description pbc-g-text-body-2 mobile-mb-20 mb-32 mt-8"> <p>Tell us a bit more so the right person can reach out faster.</p> </div> </div> <div class="cta_container flex"> <pbc-button class="cta_button__wrapper" data-link-text="Request a call" data-link-url="https://www.salesforce.com/form/contact/contactme-financial-services/?d=pb" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="cardText" data-stacking="default" aria-label="Request a call: Talk to an expert." href="https://www.salesforce.com/form/contact/contactme-financial-services/?d=pb" target="_blank" rel="noopener" > Request a call </a> </pbc-button> 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