Financial Services Hyper Growth with Salesforce FSC: Breakfast with NEOS at the Salesforce Tower

What happens when a fintech company disrupting the Insurance industry gets equipped with Salesforce Financial Services Cloud by ProQuest? Wonders!

On 22nd November 2023, NEOS Life’s CTO, David Huang, was the guest speaker of the “Hyper Growth for Financial Services” event organised by ProQuest and Salesforce on the top floor of the new Salesforce Tower in Sydney, giving an exclusive window to a group of industry specialists into the future of the industry, powered by AI.

Financial Services Leader: Who’s NEOS Group?

“Insurance Experts | Empowered by Technology”. Founded in 2017, NEOS has set a new benchmark for excellence in the life insurance industry. Over the last 12 months, the maturity level of their technology and innovative processes allowed them to disrupt the insurance market and win a plethora of industry awards for delivering administration services to their advisers and their partners, including the AFA Life Company of the Year.


ProQuest has delivered for NEOS a comprehensive Salesforce Financial Service Cloud solution to supercharge their customer relationship management with an industry-specific data model and engagement tracking.

Unpacking the Day: Highlights and Breakthroughs

  1. Future of Financial Services: Strat Allen, Director Financial Services at Salesforce, kicked off with sharing Salesforce’s value proposition for FINS companies: enhancing customer trust, driving cost efficiency through automation and workflows, and personalising online customer experiences. This approach is all about lifting both customer and employee experiences with smart tech.

  1. Transformative Technology: We then explored Salesforce Financial Services Cloud and Einstein GPT through an end-to-end demo of the product: how Salesforce is revolutionising CRM and customer service for both B2B and B2C companies.
  2. Real-Life Success: The spotlight was on David Huang, who shared the NEOS’ inspiring journey. It’s amazing to hear the story of how their technology catapulted them to disrupt the life insurance industry in Australia and win the Medibank Life Insurance contract. Salesforce FSC is their core platform and source of truth for the thousands of customers who trust NEOS with their life.
  3. Interactive Discussions: The Q&A session was buzzing with energy. Attendees engaged in dynamic conversations, sharing insights and discussing how to further realise the Salesforce value to accelerate growth, and the future trajectory of Artificial Intelligence and in particular Generative AI in financial services.

If you’re kicking yourself for missing this event, don’t worry – there’s more to come. We’re already gearing up for our next series of events, each promising to be as enlightening and inspiring as this one. So, stay tuned, mark your calendars, and prepare to be part of an experience that could redefine the way you view your business and the financial services industry.

A big thank you to our incredible speakers and participants who made this event a melting pot of innovative ideas and success stories in financial services!

Get ready to dive into the world of financial services innovation. Keep an eye out for our upcoming events and join us in shaping the future of the industry!

One thought on “Financial Services Hyper Growth with Salesforce FSC: Breakfast with NEOS at the Salesforce Tower”

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