Salesforce：2024金融服务数据成熟度手册：AI助力企业成功的5个步骤（英文版）（24页）.pdf

1、2ContentsAI Puts Trusted Data in the Spotlight for Financial Services.04 What is a data strategy?.07 What is data integration?.07 What is data maturity?.07 SMBs face unique challenges.08 Why do leaders in financial services need data maturity now?.095 Steps to Data Maturity.10 Step 1-Set goals and i

2、dentify manual data processes.11 Determine your goals.11 Identify your data and assess its current state.11 Identify your use case.12 Step 2-Reduce multiple,inconsistent sources of truth.14 Identify manual data processes from disparate sources.14 Leverage Business Intelligence tools.14 Step 3-Tell t

3、he full story.15 Take a simplified,role-focused approach.15 Develop guidelines for sharing data with customers and vendors.15 Revisit your data governance plan.16 Secure data infrastructure and processes.16 Ensure due diligence and ongoing review.163Contents Step 4-Get intelligent insights.17 Get sm

4、arter relationship insights faster.17 Reduce your IT footprint.17 Take personalization to the next level.17 Act on next-best-action recommendations.17 Step 5-Transform your organization.18 Proactive and reactive behavior.18 Empower employees to take on new challenges.18 Identify your use case.19 Cus

5、tomer story.20Deliver personalized experiences at scale with CRM+AI+Data+Trust.215AI puts trusted data in the spotlight for financial servicesThe financial services industry from the boardroom to the customer finds itself ina transformative era.Banks,insurers,and financial services firms are hyper f

6、ocused on expanding existing relationships and attracting new customers.Theyre doing it by putting an operational spotlight on cultivating more immersive experiences while simultaneously curbing costs with an eye on AI as the magic bullet to achieve it all.Its being driven by the need to meet elevat