Salesforce Adriatics Industry Series: Finance

Salesforce Adriatics Industry Series: Finance

Support your customers on their journey to fulfill their financial goals!

iconWhen? November 26th 2020 at 10:00
iconWhere? ZOOM.US Webinars
Language: English

Learn how to transform customer experience in financial services into a competitive advantage

Disruptive innovations are changing the way financial services are being structured, provisioned and consumed. Traditional institutions are being attacked at the points of greatest customer friction and largest profit pools. Now is the time to focus on strategies to strengthen customer loyalty, manage risk and identify potential.

In this exclusive webinar we will walk you through the strategies for delivering seamless, differentiated customer experience:

  • collect data and have a 360º view of your customer
  • use data to build a holistic understanding of customers and create more competitive offerings and drive loyalty
  • deliver faster, smarter customer service across any channel, from SMS and messaging apps to phone and email
  • examine technologies that enable personalized communication in multiple channels

You will also hear insights from our customers who have successfully implemented technologies that enable omni-channel experience and what were their experiences.

This webinar is free for all participants. Join us!

Register for the 1-hour webinar

After you register we will send you a confirmation e-mail with the link to the webinar.



10:00 -10:05


10:05 -10:25

Accelerate Transformation and Inspire Customer Trust in Financial ServicesLaura Goci (Lead Solution Engineer@Salesforce)

In financial services, building trusted relationships with customers requires the full context of the customer. Customers want to be more than a transaction — they want their [advisors/bankers/insurance agents] to understand their financial goals and support the things that matter the most to them — whether it’s their life savings and their children’s college savings plan, joint bank accounts, or important assets like cars and houses that require insurance.

10:25 – 10:40

Future of Marketing in Finance – Alexandru Ursu (Regional Account Manager – Marketing Cloud@Salesforce) 

Alex will show you how Marketing Cloud works and answer questions:

  • How do you orchestrate multiple campaigns, channels and automate your marketing activities in Marketing Cloud by Salesforce?
  • How can you personalize your message and target the right customers at the right time?
10:40 – 10:55

Guest Speaker: Mirella Miškič (Marketing & Sales Director, Zavarovalnica Vita)

Our guest will talk about Vita’s experience with enabling end-to-end customer experience:

  • How is Vita gathering data and how it is used to offer better service to customers
  • How do they build trust and strengthen relationships with their customers
  • Ambitions for the future
10:55 -11:00

Q & A

Meet the Speakers

Laura Goci

Lead Solution Engineer

Alexandru Ursu

Regional Account Manager – Marketing Cloud

Mirella Miškič

Zavarovalnica Vita,
Marketing and Sales Director