This e-book shows how Tableau and Salesforce transform financial services contact centers by unifying customer data, empowering agents, and driving operational excellence. With digital-first customers demanding seamless experiences, data and AI enable faster resolution, higher satisfaction, and proactive service. Case studies highlight Charles Schwab using Tableau to improve call routing, MUFG scaling support with chatbots during COVID-19, and AIA creating a data center of excellence for 18 APAC markets. Tableau reduces IT costs, boosts productivity, and helps firms deliver personalized, insight-driven services that strengthen trust and competitiveness.

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