How to Transform Operations by Centralizing Data, Embracing AI & Predictive Forecasting

Join PSQuote and Zennify at the Zenn Sky Lounge: The Heart of Financial Services at Dreamforce, to learn how to modernize your middle and back office operations. 

Discover how transitioning to a centralized platform can unlock the power of AI, predictive forecasting and streamlined processes. Learn how a global lender revamped their service estimation and quoting, leading to significant middle office efficiencies.

This session is jam-packed with actionable insights and practical tips to ensure you leave Dreamforce 2024 with a tangible plan to modernize your middle and back office.

Key Takeaways:

• Centralized Data Management: Learn how to transition from spreadsheets to a unified platform for better data reliability and accessibility.
• Predictive Forecasting: Understand the shift from reactive to predictive forecasting, enhancing accuracy and decision-making.
• Service Delivery Efficiency: Explore best practices for efficient service estimation, quoting, and billing, ensuring consistent and repeatable offerings.
• Process Automation: Discover strategies to automate manual tasks, freeing up resources for high-value activities.