It’s easy to get swept up in the hype of artificial intelligence (AI) and all the amazing things it can do. But is your organization ready to tap into its capabilities? You’ve heard AI can create personalized customer experiences that speak directly to their individual financial needs, but that’s hard to do when there isn’t a unified customer record and the customer’s name … [Read more...] about How To Remove Data Silos: A 5-Step Checklist for Financial Services
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What Is Sales Engagement? A Way to Make Stronger Connections and Win the Deal
Imagine walking into a shoe store and being immediately approached by a salesperson who tries to sell you the most expensive pair of shoes. This approach is often unsuccessful because it focuses solely on making a quick sale rather than understanding your needs. Great sales engagement is more like an art. It involves forming a genuine connection with customers and responding to … [Read more...] about What Is Sales Engagement? A Way to Make Stronger Connections and Win the Deal
What are Large Language Models (LLMs)?
As businesses look for ways to serve customers more efficiently, many are realizing the benefits of generative AI. This technology can help you simplify your processes, organize data, provide more personalized service, and more. What powers generative AI? Large language models (LLMs) — which allow generative AI to create new content from the data you already have. Most … [Read more...] about What are Large Language Models (LLMs)?
5 Essential Books About AI
In a world where advances in artificial intelligence (AI) happen seemingly on a daily basis, you might wonder whether books about AI are rendered obsolete before they can even reach bookshelves. While there’s no slowing down the pace of innovation, slowing down to read a book can be the best way to gain a deeper understanding of complex ideas. The books on this list offer … [Read more...] about 5 Essential Books About AI
Why Sales Efficiency Matters (and How to Calculate Yours)
Time is a precious resource. We all want to make the best use of the time we have, especially in business. That’s why focusing on sales efficiency is so important. This metric tracks how long it takes for your sales team to turn prospects into paying customers. In other words, it’s a measure of how quickly you can generate revenue.You need to know your team’s sales efficiency … [Read more...] about Why Sales Efficiency Matters (and How to Calculate Yours)