Quick Q&A on

Tapping data and AI
to grow deposits



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Attracting deposits shouldn’t hinge on interest-rate market whims. Foundational upgrades that smartly leverage data, ease the customer experience, and still support healthy bank margins, can be an investment well spent.

As the advisor in our spotlight maps out, it’s now AI that can turn data from a customer lead into a signed account faster and cost-effectively, no matter the size of your organization.

In this Q&A with Jim Collins from Salesforce, you’ll learn:

  • What trends are emerging in deposit behaviors, and how they impact financial institutions
  • How brick-and-mortar banks and credit unions can hold off digital-only banks in this highly competitive deposit landscape
  • Top hurdles banks face when acquiring new deposit customers
  • What roles data and artificial intelligence (AI) play in deposit growth strategies
  • How banks and credit unions can best drive customer acquisition for deposits

Jim Collins
Managing Director on the Financial Services Industry Advisor Team
Salesforce



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