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Discover How Financial Services Are Becoming More Customer-Focused at Our Lunch & Learn

Wednesday, 23 October

The Meat and Wine Co, International Tower One, 100 Barangaroo Avenue, Barangaroo NSW 2000

Discover How Financial Services Are Becoming More Customer-Focused at Our Lunch & Learn

Lunch, Learn & Network at The Meat and Wine Co

Date
23 October, 2019
Time
12:00 - 14:00
Location
International Tower One, 100 Barangaroo Avenue, Barangaroo NSW 2000

Financial services institutions all over the world are shifting their business models towards a greater emphasis on digital customer experiences.

A critical enabler of this transition is a CRM system that allows your organisation to see every client touchpoint and gain accurate data on his or her spending with opportunities to expand the customer relationship. Getting to this level of sophistication doesn’t happen overnight; it’s a journey.

Accelerate how you get there when you join us at an exclusive lunch to learn directly from David Neate, a Solution Delivery Manager at OnePath Life, about their transformation with Salesforce and Appirio. Learn how Salesforce is a core component in OnePath’s technology ecosystem and how Einstein Analytics has helped the financial services company win new business.