See What’s New with Financial Services, Health, and Life Sciences
Learning Objectives
After completing this unit, you’ll be able to:
- Explain how to help insurance customer service reps save time and streamline common banking service processes.
- Describe how to improve policyholder experiences and reduce contact center call volumes.
- Explain how patients can quickly find and select specialists that suit their healthcare needs.
- Define the ways home health patients and their care professionals are empowered to streamline care planning.
Einstein Copilot: Financial Services Actions
Financial Services
Deploy assistive and generative AI experiences with powerful automation to increase productivity across common banking service processes. Help insurance customer service representatives save time by generating customer account summaries and emails for renewals and payments.
Transaction Dispute Management Enhancements
Financial Services
Streamline the transaction dispute resolution process further by saving setup time with a new, prebuilt integration with MasterCard. Gain visibility and control into integration callouts with Integration Orchestration.
Automation Platform Enhancements
Financial Services
Execute sophisticated automated workflows in Salesforce. Manage how customers move through stages of complex processes like onboarding with the Stage Management feature. Improve visibility into external workflows with Integration Orchestration.
Policyholder Self-Service Portal
Financial Services
Empower a convenient experience for policyholders with an out-of-the-box self-service portal. Provide policyholders with a unified view of policies, claims, and service requests. Improve the policyholder experience and reduce contact center call volumes.
Personalize Financial Engagement Enhancements
Financial Services
Gain a more complete customer profile and greater actionability with more data in Data Cloud to power visualized insights. Enhance the bidirectional data flow between Financial Services Cloud and financial planning platforms to reduce rekeying data.
Integrated Care Management Enhancements
Health
Customize care plans using standard MCG assessments. Enable care managers to search for, view, and launch assessments and create and edit care plans based on completed assessments.
Learn more about Integrated Care Management Enhancements.
Provider Search Enhancements
Health
Patients and clinicians can now view available providers with enhanced search and filter functions, including the map view and provider detail cards, to easily find and select specialists that suit their needs.
Learn more about Provider Search Enhancements.
Provider Network Management Enhancements
Health
Manage the entire provider onboarding journey with advanced features across provider recruitment, credentialing, and contracting—all in one place. 
Learn more about Provider Network Management Enhancements.
Home Health Enhancements
Health
Put home health at patients’ fingertips with a self-service mobile app. Allow care professionals to easily schedule visits for multiple participants with an intelligent scheduling engine.
Learn more about Home Health Enhancements.
Participant Enrollment
Life Sciences
Efficiently select clinical trial candidates with auto-matching capabilities, intelligent screening, and randomization processes. Perform personalized outreach to target and recruit eligible participants.
Benefits Verification
Life Sciences
Streamline and automate verification and reverification of benefits to improve patient adherence to medications. Equip agents with payer coverage analysis, SLAs, and reminders on a home page dashboard.