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2023 Salesforce Survey.pdf

financial-services-report.pdf
Preview of 2023 Salesforce survey
🔗 Source: salesforce.com
📊 Size: 3.54 MB
📄 Pages: 25 pages
⬇️ Downloads: 248

Summary

Salesforce Research surveyed 6,058 financial service institution customers worldwide, discovering why customers switch institutions, what they look for in a great digital experience, and evolving sentiments on AI, cryptocurrency, and consumer brands in finance. Customers demand personalized, comprehensive experiences, with 79% feeling unprepared for economic uncertainty due to lack of support from their financial service providers. They prefer human-to-human interaction, with over half willing to switch providers if services feel impersonal. Trust and data security are crucial, with most customers willing to share data for better experiences. Sixty-one percent of customers have researched or plan to research cryptocurrency, indicating a willingness to explore alternative products and providers.

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Description

Salesforce Research surveyed 6,058 financial service institution customers worldwide, discovering why customers switch institutions, what they look for in a...

Technical Information

  • File Format: PDF
  • File Size: 3.54 MB
  • Pages: 25
  • Language: EN
  • Total Downloads: 248
  • Last Updated: 1 week ago

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