Salesforce believes that the combination of Einstein AI and Financial Service Cloud will ‘transform’ Miller’s broker experience.
The leading independent specialty insurance broker, Miller, is one of the first financial services organizations in the UK to use both Einstein and Financial Services Cloud.
Salesforce believes these tools will help to build productivity and efficiency within Miller’s business and provide an excellent service for clients.
Research by Salesforce also found that 68 percent of workers believe generative AI will help them improve their customer service, which Salesforce’s Einstein can offer.
Anna Bratton, Head of Financial Services at Salesforce UKI, outlined a few of the benefits Miller stands to gain: “We are excited to support Miller in the next stage of its digital transformation — placing trust at the center of AI-powered productivity and growth gains.
With the combined power of data, AI, CRM, and trust, Miller will pave the way for the financial services industry to deliver exceptional customer experiences while boosting productivity and growth.
Miller has deployed Einstein Prompt Builder so that its team can use or create prompts to quickly produce complex insurance quotes and solutions for clients.
Financial Services Cloud allows Miller to manage pipelines, collaborate across deal teams, use internal and third-party data, and make sure information is being sent to the right people.
AI-powered CRM Analytics brings Miller insights into its sales team’s performance, leads, and opportunities. Brokers can harness Salesforce predictive AI to help understand client needs, whether it is a policy renewal or a cross-sell opportunity with pre-filled templates.
Einstein Trust Layer’s zero retention architecture ensures that client data is kept safe, which is critical for a regulated financial services company with clients based all around the world.
The Einstein Trust Layer sets generative AI apart from other tools, ensuring that businesses benefit from personalized generative AI experiences without needing to compromise on compliance.
