The evolution of embedded finance: towards AI-driven product selection

Embedded finance will be the biggest distribution trend of the next 5 years say the overwhelming majority (92%) of over 500 senior industry executives surveyed.

 

Seeking to address fears around losing the end customer relationship, profit margins diminishing and fintech takeover, Salesforce and Insurance Innovator’s research highlights four key strategies that financial services firms can leverage to stay relevant in today’s evolving landscape.

Whether you’re an incumbent or a new entrant, how will your role evolve?

Download this infographic to find out.

MLI02 Salesforce Report | Insurance Innovators
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About Salesforce

Salesforce, the global CRM leader, enables companies to connect to their customers in a whole new way. With its innovative Customer Success Platform, Salesforce sets the global standard for customer relationship management, engagement, and intelligence by integrating sales, service, marketing, community, analytics, IoT, and app development in a trusted cloud for businesses of every size and industry.

For more information, visit www.salesforce.com.

Check out more on embedded finance…

Embracing the embedded finance boom

This-three part webinar series brings together leading voices in banking and insurance to discuss the impact of embedded finance on business models, adding value and combatting disintermediation, and delivering for customers. Insights come from experts at HSBC, Swiss Re, Generali, NatWest, CoverGenius, Deutsche Bank, Qover, Railsbank, and DNB.