Salesforce2025互联金融服务报告基于全球9500名消费者的数据第二版英文版48页

Insights and trends on AI, digital engagement, and customer loyalty from 9,500 consumers worldwideSECOND EDITIONThe ConnectedFinancial ServicesReportThe financial services industry is no stranger to innovation, including artificial intelligence (AI). From detecting and preventing fraud to making better underwriting decisions, AI has played a prominent role in the sector for years. What if financial services institutions had a limitless workforce? The next generation of AI — agents — is set to again revolutionize financial services through a new source of digital labor that automates tasks, enhances customer experiences, and ensures the highest compliance. Our latest Connected Financial Services Report, based on a new survey of 9,500 global consumers, reveals plenty of expectations and pain points for agents to address, such as:• 47% of consumers often have to repeat or re-explain information to different representatives• 56% of consumers say their institutions don't proactively antic