BAI Webinar

New era, higher standards: How to give banking customers improved service

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RECORDED: December 2, 2021
TIME: 1:00 - 1:30 PM CT

Customer service has always been core to the financial services industry. Now more than ever, how do leaders adapt their products and services to meet evolving customer demands in the new era of banking?

Join us for this complimentary BAI webinar to gain insights on prioritizing a digital-first approach to deliver effortless customer service. Learn about top trends driving the blend of personalization and artificial intelligence, and how to embrace autonomous finance while empowering customers to be at the center of every interaction.

Key takeaways:

  • Build autonomous finance into your strategy to increase cost efficiency and customer retention
  • Personalize the customer experience with relevant product recommendations and seamless interactions across any channel and touchpoint
  • Quickly adapt to business needs with a single user-friendly, agile platform


Patrick Beyries
Vice President, Product Management, Service Cloud

Patrick is a Vice President of Product for Salesforce Service Cloud, driving product strategy and execution for the world’s leading customer service platform. He helps top customer service organizations create a vision to transform their service operations and realize closer and more productive connections with their customers. As a thought leader in the service space, Patrick often presents on the future of service and the evolving expectations and needs of both customers and service teams.

Greg Jacobi
Senior Director, Banking Industry Advisor

Greg has worked in banking for over 20 years in various roles from leading engineering teams building digital banking capabilities, managing customer experience for the enterprise and direct P&L ownership for consumer lending business units. At Salesforce, Greg works with banks and lenders to help them align their strategic roadmap to the transformational capabilities Salesforce can enable to drive outcomes and accelerate the mission of their organization. In this capacity Greg and his team have a unique vantage-point to understand the industry, the imperatives that firms are collectively working to solve and the solutions that are needed in the market.

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