See What’s New with Financial Services, Health, and Life Sciences
Learning Objectives
After completing this unit, you’ll be able to:
- Describe how to use AI tools to enhance business relationship management and service processes in financial services
- Explain how contextual alerts and real-time data improve efficiency and customer satisfaction for wealth advisors
- Describe how Intelligent Appointment Management enables users to schedule patient appointments and manage healthcare resources efficiently
- Explain how you can use generative AI to automate communication, manage participant recruitment, and optimize care program outcomes
Business Relationship Plan
Financial Services
Strategize and execute business relationship planning as a team through a unified platform. Easily build business relationship plans, set goals, and measure success with tools and features designed specifically for commercial and small to medium-sized banking.
Learn more about Business Relationship Plan.
Einstein for Banking and Wealth Management Enhancements
Financial Services
Boost productivity across sales and service with AI. Improve service in banks with complaint prompt templates and action launcher advances. Save wealth advisors’ time with detailed client summaries.
Learn more about Einstein for Banking and Wealth Management Enhancements.
Contextual Alerts
Financial Services
Provide wealth advisors with notifications based on signals and behaviors in Data Cloud to increase efficiency. Contextual alerts deliver quick context from real-time data during customer conversations, ultimately improving customer satisfaction and loyalty.
Learn more about Contextual Alerts.
Data Cloud for Insurance
Financial Services
Easily connect Financial Services Cloud for Insurance to Data Cloud with prebuilt data model objects (DMOs) for insurance policy and claims data.
Learn more about Data Cloud for Insurance.
Einstein for Insurance Enhancements
Financial Services
Deploy generative AI experiences to help customer service representatives draft, edit, and send emails for pending policy renewals or premium payments, ensuring timely communication with policyholders.
Learn more about Einstein for Insurance Enhancements.
Intelligent Appointment Management Enhancements
Health
With a single calendar view, seamlessly book appointments with multiple providers or assets, like rooms or equipment, ensuring the availability of all resources. Schedule multiple patient appointments in the same time slot based on real-time availability.
Learn more about Intelligent Appointment Management Enhancements.
Einstein for Health Cloud
Health
Improve the quality of care by equipping care managers and admins with AI capabilities to generate summaries of appointments, discharges, benefits, and provider networks. Quickly generate outreach emails and update records with a single prompt.
Provider Network Management Enhancements
Health
Build and maintain efficient provider networks by keeping critical provider information, like rates and contracts, up to date and accurate. Payers can now easily manage large and complex roster files sent by network members.
Learn more about Provider Network Management Enhancements.
Home Health Enhancements
Health
Simplify home appointments with a mobile app that allows patients to book, reschedule, or even cancel appointments. Provide real-time visit details, including time elapsed and options to get additional support.
Learn more about Home Health Enhancements.
Integrated Care Management Enhancements
Health
Simplify industry-standard assessments like MCG for care managers. Save partially completed forms to pick up where you left off in a clean list of in-progress assessments. Update care plans automatically with every new health assessment.
Learn more about Integrated Care Management Enhancements.
Participant Recruitment and Enrollment Enhancements
Life Sciences
Use Einstein for Life Sciences Cloud to auto-match candidates to relevant trials. Get a comprehensive view of your organization's live research studies, count patients in each stage of enrollment, and keep tabs on your tasks using the console app.
Learn more about Participant Recruitment and Enrollment Enhancements.
Financial Assistance Programs
Life Sciences
Support financial assistance programs and patient services agents with quicker actions around eligibility checks, copay calculations, and appeals tracking.
Learn more about Financial Assistance Programs.
Patient Program Outcome Management
Life Sciences
Build effective care programs using contextual outcome assessments to measure performance at each stage. Enable program leads to improve adherence with AI-powered outcome summaries and engagement analyses. Equip agents with a complete view of patient, benefit, and payer details with the console app.
Learn more about Patient Program Outcome Management.
Quote and Agreement Automation
Life Sciences
Automate the creation of quotes from existing sales agreements and vice versa using a seamless flow. Enable teams to create or renew quotes and agreements faster using the existing data.
