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How Can Financial Services Firms Grow Business With Agentforce?

Salesforce

Financial services firms are bullish on artificial intelligence (AI), and the conversation is shifting from the benefits of an AI strategy to how to implement and realize those benefits while maintaining regulatory compliance and customer trust. How do AI agents in financial services help firms grow business? Let’s dive in.

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The customer data platform market

Martech

Market to triple by 2028 The global market for customer data platforms is expected to triple in size by 2028, according to a recent report by Mordor Research (See Figure 1). billion in 2028. It employs specialized teams to handle regulated markets such as financial services. Dig deeper: Does your company need a CDP?

Customers 109
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A Day in the Life of An AI Enterprise

Salesforce

To see what a day in the life of such an AI enterprise might look like, let’s travel to the year 2028 and visit Sandstone Services, a fictional 37-year old mid-size company in Minnesota providing home maintenance services. First, it can generate email copy tailored to products and services that customers are looking for.

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Reinventing the digital experience platform

Martech

Billion by 2028, growing at a CAGR of 13.4% from 2021 to 2028. In fact, according to Real Story Group’s Byrne, some customers “are spending 2-6x more on initial implementation services than they do on licensing costs. De-couple software from services. Billion in 2020 and projected to reach USD 43.43

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Unveiling virtual data rooms (VDRs) for due diligence processes

PandaDoc

billion by 2028. This growth represents a paradigm shift in how businesses handle confidential information. Use of PandaDoc services are governed by our Terms of Use and Privacy Policy. How can a virtual data room help with due diligence? The global virtual data room market size reached $2.2

Process 52
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The Impact of AI on Sales Strategies and Performance

Highspot

In the same vein, buyers are becoming increasingly AI-savvy, with projections suggesting that by 2028, 70% of B2B buyers in the U.S. This signifies a shift in how products and services are discovered, evaluated, and chosen, emphasizing the necessity for sales reps to use AI to meet client needs.

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Boosting Business Success with AI Marketing Automation

Lead Fuze

In essence, AI marketing automation represents an advanced level of digital marketing. billion by 2028, there’s no doubt about its rising popularity. AI aids marketers with predictive analytics, personalization, chatbots for customer service, content creation, and ad targeting. million by 2030.