The company is also using predictive AI-powered CRM Analytics for insights on sales performance, leads, and opportunities. As a regulated financial services company, Miller is ensuring client data security through the Einstein Trust Layer’s zero retention architecture. Dana Cuffe, Group Chief Operating Officer at Miller Insurance, stated that AI is the foundation of their success and Salesforce's generative AI tools, grounded in trust, are empowering their business, brokers, and clients.
Key takeaways:
- Miller Insurance is leveraging Salesforce Einstein and Financial Services Cloud to enhance productivity and client service across its business.
- With Salesforce's tools, Miller can provide personalized client service experiences, manage complex pipelines, and gain insights on sales performance.
- Trust is a critical factor for Miller, and Salesforce's Einstein Trust Layer's zero retention architecture allows the company to use AI without compromising client data.
- According to Anna Bratton, Head of Financial Services at Salesforce UKI, this partnership will help Miller lead the way in delivering exceptional customer experiences while boosting productivity and growth in the financial services industry.