it’s not just helpful for service

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inquiries. AI can look at customer data, preferences, transaction history, and customer service logs to generate new offers, recommend next steps, or provide proactive assistance for customers’ specific questions or issues, regardless of how they communicate.

For example, if a customer is getting married and asks about opening a shared account, generative AI can create a suggested reply for an agent that includes details specific to the customer’s finances, while also triggering a followup email to the client with relevant offers for newlyweds. These highly personalized recommendations are possible because AI uses customer data to create content that’s better matched to real-time customer needs, improving customer engagement and loyalty.


Invest in your customers
When you practice more ways to put the customer first, you’ll america phone number list see a rise in customer loyalty. See how you can start on Trailhead, the free online learning platform from Salesforce.

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Make self-service tools easy to use and effective
We found 81% of people try to solve a problem themselves with self-service tools like chatbots or how-to articles before seeking support. Self-service options save both customers and banks time and effort, making for quick, in-and-out interactions, but bots can be very impersonal if not set up right.

Self-service tools must be easy to use and integrated well with your platform. When customers use these tools for simple banking transactions, you can use that data to better serve them in the future. While you should focus on making these tools intuitive and simple, you also need to make sure these services feel empathetic and personalized, which helps to build trust with your customers.