Webinar - How Einstein AI and Data Cloud Are Disrupting the Financial Industry V1.0.pptx

Listen to our exclusive webinar to discover how the integration of Einstein AI and Data Cloud is transforming the financial industry. Gain insights into how these technologies are driving innovation, enhancing customer experiences, and delivering remarkable operational efficiencies.

Key Takeaways:

1. Insights into Einstein AI and Data Cloud capabilities, and how they function within the financial industry
2. Learn how predictive and generative models can help forecast market trends and customer behavior
3. Streamlining operations by automating routine tasks with AI, leading to cost savings and productivity gains
4. Techniques for using AI and predictive analytics to detect fraud and ensure compliance.
5. Explore real-world examples of successful AI implementation in the finance industry
6. Gain insights into the future of finance industry and how to stay ahead of the curve.

1. How Einstein AI and Data Cloud Are Disrupting the Financial Industry A Live Webinar Hosted By CEPTES Speaker : Ankur Desai, VP – Products and Innovation

2. About CEPTES Business Context AI Benefits Technical Overview Use Case Showcase Value Proposition Q&A Content

3. Company Profile 15+ Years 200,000 Hours Proven Expertise in the Salesforce Platform 1200+ Projects, 1000+ Engagements Globally delivered across industries 9 Public AppExchange Solutions 5-star rated solutions for Salesforce customers 1000+ Customers, 10+ Industries we helped them solve complex business challenges 250+ Consultants 90% Certified Blazing our trails 4.9/5 CSAT we worked for customer success PDO MSP

4. Automated Loan Origination Process Use Case : Custom Workflow Automation The objective of this use case is to streamline and automate the loan origination process, starting from customer application submission to loan approval and offer documentation. The goal is to enhance operational efficiency, reduce processing time, ensure regulatory compliance, and improve the customer experience. The process begins when a customer submits a loan application. Industry : Banking User Personas: Loan Officers Compliance Specialists Loan Servicing Agents

5. Customer Loan Request KYC Verification Credit Score Check Eligibility Assessment Loan Approval Loan Sanction Letter Customer submits loan application, capturing essential personal and financial details. AI checks the completeness of submitted data and performs a preliminary eligibility assessment. AI-triggered video KYC process verifies customer identity and PAN card, saving and cross-verifying data in Salesforce. System retrieves and evaluates the customer’s credit score (CIBIL). AI assesses overall customer eligibility based on credit score, income, and other factors. Internal system/Loan Office approves/reject the loan application for eligible customers. Bank presents a sanction letter and loan offer to the customer, detailing terms, interest rates, and repayment schedule. 1 3 4 5 6 7 LOS Workflow Initial Eligibility Check 2

6. Total Processing Time: The complete loan origination process could take 7-14 days on average . Operational Costs: Higher costs due to manual labour, errors, and extended processing times, potentially increasing operational expenses by 20-30%. Customer Satisfaction: Delays and errors lead to lower customer satisfaction, with a potential drop in customer retention by 15-20%. Compliance Risks: Increased risks of non-compliance due to human errors, leading to potential fines or reputational damage. Total Processing Time: The complete loan origination process is reduced from 7-14 days to just 1-2 days , a reduction of up to 85-90% . Operational Efficiency: Operational costs are reduced by 25-40% due to fewer manual interventions and faster processing times. Customer Satisfaction: Customer satisfaction increases significantly, with potential improvements in retention rates by 20-25% . Compliance Risks: Compliance risks are minimized, with a reduction in potential non-compliance incidents by over 95% . Challenges AI Driven Solution

7. Implementation Details 3 rd Party Integrations: Signzy (Video KYC Platform) Amazon S3 Carbone.io (Document Generation) Einstein AI Copilot (Prompt Builder, Copilot Builder, Flow as Action, Prompt as Action, Field Generation, Apex based Model APIs) Data Cloud (S3 Connector, Data Stream, Data Model) 200 OK – Native, No-code Integration Platform Customer Loan Application System Captures details,AI checks completeness AI Initiate the video KYC System captured Details, AI verifies with existing data CIBIL check, pass info to AI AI validates Eligibility Bank conducts Financial Analysis Bank generates sanction letter Customer approves Bank sends agreement letter, customer signs End Information Correct ? Yes AI requests for additional Information required No Information Matches ? Raise a Flag to Loan Officer No Yes Loan Approved ? Yes Loan Denied No

8. Salesforce Value Proposition Quick Setup with No-Code Tools : Setting up Einstein Copilot is fast and easy with user-friendly, no-code interfaces. Simple Integration with Flow/Apex : Triggering Copilot prompts using Flow or Apex is straightforward and user-friendly. Effortless Flow Invocation : You can easily invoke any type of non-triggered flow as an action, simplifying automation. Enhanced Search Capabilities : With the Models API integrated into Apex, you can search for information that might be restricted in traditional Einstein chat windows. Faster Resolutions with Contextual Queries : Copilot’s ability to query any data based on the current page context helps users resolve issues quickly. Multilingual Understanding : Einstein Copilot can understand and respond in any regional language, making it accessible to a diverse range of users.

9. Q&A