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Dreamforce 23: Beyond Chat GPT and GenAI session with Zennify
Harness the power of Generative AI to drive business process efficiency and value.
Join us for an interactive fireside discussion featuring industry pioneers that are tapping into the power of Generative AI to streamline operations and elevate customer experiences.
We’ll examine:
An overview of Generative AI technology and solutions - including Salesforce’s trusted solutions and enhancements to Salesforce Sales and Service Clouds (GPT).
A guide to how your institution can rapidly stand up pilots and proof of concepts.
How Generative AI creates content in response to user prompts for seamless interactions.
Financial Automation with Generative AI: See how top institutions are utilizing Generative AI, from summarizing conversations to enhancing code.
Data Privacy Solutions: Utilize synthetic data for compliance and AI power in handling data privacy challenges.
AI Challenges Explored: Get insights on risks like data handling, compliance, and user adoption in advanced AI systems.
Date: Tuesday, September 12
Time: 12:00 pm to 1:30 pm PST
Venue: Zenn Sky Lounge, 201 3rd St, 12th Floor, San Francisco
มุมมอง: 47

วีดีโอ

Dreamforce 23: Digital Banking Session with Zennify
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Our company-wide get-together, ZennFest, was such a success! It's impossible to put into words how wonderful it felt to see each other face-to-face, so hopefully this video will suffice. We're counting down the days until next year! #ZennFest #ZennFest2022 #Zennify
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มุมมอง 1.1K2 ปีที่แล้ว
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ความคิดเห็น

  • @My_ongoing_Testimony
    @My_ongoing_Testimony 6 หลายเดือนก่อน

    can anyone tell me the software that enlarges the letters in the video ?

  • @TylerDeBoer-v3u
    @TylerDeBoer-v3u 8 หลายเดือนก่อน

    🎯 Key Takeaways for quick navigation: 00:00 📜 *Stephen discusses the challenges faced by mid-tier regional banks with legacy systems and numerous point solutions.* 01:12 🚀 *Stephen highlights the transformation brought by Salesforce and nCino in streamlining lending processes and creating a unified platform.* 02:38 📈 *Kevin emphasizes the benefits of deploying Salesforce and nCino, including reduced processing time, automation, and improved tracking and reporting.* 03:35 🤝 *Stephen discusses the adoption of Salesforce across different lines of business and its impact on unifying the organization.* 05:40 💪 *Jason highlights the agility provided by the Salesforce ecosystem, enabling quick adaptation during the COVID-19 pandemic.* 07:03 🏢 *The video demonstrates how Salesforce enables a 360-degree client profile, allowing banks to better understand and serve their customers.* 16:14 📣 *Eric showcases how Salesforce facilitates referral creation and tracking, enhancing collaboration between different roles within the bank.* 21:54 📊 *Catherine demonstrates how nCino integrates with Salesforce to streamline the loan origination process and provide a comprehensive view of client relationships.* 24:40 🔍 *The nCino platform allows users to manage collateral records, covenants, and financial indicators for loans, providing a detailed view of the loan portfolio.* 27:11 🔄 *Salesforce and nCino integration streamlines the process of converting opportunities into loan deals, eliminating the need for duplicate data entry and ensuring a seamless transition.* 31:15 📄 *The nCino platform provides tools for updating borrowing structures, establishing relationships, and collecting required documentation for loan origination.* 36:05 💼 *The Encino customer portal enables borrowers to upload required documentation easily, streamlining the document collection process for bankers.* 41:09 📋 *The Smart Checklist feature in nCino helps users keep track of tasks related to loan origination, ensuring all necessary steps are completed.* 45:24 🤖 *nCino's auto-spreading capability uses machine learning to extract structured and unstructured data from financial documents, reducing errors and speeding up the underwriting process.* 50:31 📈 *Once the underwriting process is complete, loans can be actioned for approval, and the system locks the record to prevent further changes while notifying approvers.* 50:57 📊 *The encino platform allows for the approval of deals or loans, either within the platform or via email notifications, offering flexibility in the approval process.* 52:03 📄 *Encino's integrated credit memo consolidates data, ensuring data integrity and digitizing a once manual process for approval.* 54:24 📃 *Encino's integration with DocuSign enables the generation and e-signing of documents, streamlining the process and reducing error rates.* 59:03 📞 *Encino's omnichannel capabilities allow for live chat interactions with customer service representatives, offering flexible and convenient customer support.* 01:04:42 ☎️ *Encino's integration with phone support enables customer service representatives to assist customers over the phone, with access to relevant customer information.* 01:08:37 📈 *Salesforce's native dashboards and reports provide executives with insights into the health and operational effectiveness of the business, including loan pipeline analysis and operational metrics.* Made with HARPA AI

  • @kumarrk25
    @kumarrk25 11 หลายเดือนก่อน

    Great demo of all functionalities!

  • @tctc1500
    @tctc1500 ปีที่แล้ว

    Excellent demo by all sales engineers. Crystal clear.

  • @aisha2279
    @aisha2279 2 ปีที่แล้ว

    Thank you for the video.

  • @ceyyyceyyy
    @ceyyyceyyy 2 ปีที่แล้ว

    Would be nice if you could also write down the points you are talking about as a headline or so or the information in bullet points because you talk really fast 🙈 thanks anyway!

    • @zennify9331
      @zennify9331 2 ปีที่แล้ว

      Hi! Thank you so much for this feedback. We do have a blog post with all of this information! Here's the link: zennify.com/blog/salesforce-summer-22-release-notes

  • @chaoticthegod
    @chaoticthegod 2 ปีที่แล้ว

    Thank you

  • @abeydrouin8398
    @abeydrouin8398 2 ปีที่แล้ว

    PЯӨMӨƧM

  • @renegade_of_funk
    @renegade_of_funk 2 ปีที่แล้ว

    Awesome video!

  • @TamiMillerID
    @TamiMillerID 3 ปีที่แล้ว

    Great demo!!

  • @AlexRawen
    @AlexRawen 3 ปีที่แล้ว

    Awesome music for AppExchange App!

  • @ilovenoodles420
    @ilovenoodles420 3 ปีที่แล้ว

    So, it looks like you set up custom objects?