The challenge: A bank launches massive premium card campaigns, but many reach customers who don't fit the profile or who already have the product, wasting resources and saturating communication channels.
The Salesforce solution: By integrating Agentforce and Data Cloud , Salesforce allows you to analyze each customer's behavior, needs, and history to offer them the right offer at the right time. This translates into more effective campaigns, higher conversion rates, and a perception of truly personalized service.
3. Automation for greater efficiency
The challenge: A customer files a claim for an brazil email list charge. They go days without a response, with multiple emails and calls exchanged, affecting their satisfaction and generating friction with the internal team.
The Salesforce solution: By automating workflows with Salesforce Financial Services Cloud, you can manage everything from onboarding to claims without manual intervention. Tasks are automatically assigned, follow-up alerts are triggered, and customers receive faster and more consistent responses, improving the experience and reducing operational burden.
Predictive Personalization with AI
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