SIGNAL 2025 recap: Modern engagement needs real connection

Data is the starting line, and the difference maker

Every successful AI initiative starts with a solid data strategy. That point came through clearly during the Day One keynote, when Twilio CPO Inbal Shani said: “AI without data strategy is just automation without context.”

That theme echoed across SIGNAL. Whether you’re training models, personalizing outreach, or automating support, your data needs to be connected, governed, and usable across your engagement stack. We reinforced that message in every session and conversation: data isn’t just a starting point, it’s the engine.

If you’re working to align leadership, assess your current state, or map a clear path forward, our Data & AI Advisory Services are built to help. From full data strategies to focused AI roadmaps, we help financial institutions move with clarity and speed.

From AI promise to AI in production 

AI doesn’t drive value on its own. You get results when it’s paired with real-time data, operational systems, and a clear business outcome.

In our “AI in Production: Results from AI that Engages and Converts” session we shared how customers like PrimeStreet and Treatwell are seeing real outcomes, not pilots, not POCs, but AI in production.

Revenue-driving results:

• 2x SMS response rates with AI-powered re-engagement
• 3x faster appointment booking using Twilio AI Voice assistants
• Improved accuracy and conversion by integrating real-time data from Salesforce and CDPs

These aren’t theoretical gains. They’re the result of connecting data, strategy, and AI with purpose.

Twilio + Salesforce: Where messaging meets personalization 

In our second session, “Customer Engagement with Twilio and Salesforce Agentforce,” we showed how a global food and beverage company increased conversions by 20% by combining Salesforce Marketing Cloud with Twilio messaging channels like SMS, RCS, and WhatsApp.

We walked through how to:

• Use Journey Builder to trigger personalized messages
• Automate opt-ins and chat flows
• Route live conversations to Flex
• Generate and deliver AI-created content through Agentforce

These are the kinds of scalable, integrated use cases teams are asking for—and we’re here to deliver.

What leaders asked us (and what it tells us)

Across conversations with leaders in financial services, healthcare, and logistics, we heard a common thread: they’re ready to act, but don’t want more complexity.

Teams asked:

• How do we start without overhauling everything?
• Can Flex and Salesforce work better together?
• How can we cut handle time and still deliver a personal experience?

These are the right questions. And the answer is strategy-first: define your outcome, connect your data, and activate what you already have. That’s where we come in.

How we help teams build real, connected engagement

We help teams turn AI from a buzzword into business value. We do it by connecting Salesforce, Twilio, and real-time data to build experiences that are faster, smarter, and easier to trust.

We’re the most experienced Salesforce + Twilio integrator in North America, especially for industries where compliance, accuracy, and outcomes matter.

We focus on what moves the needle:

• AI-powered workflows built on governed, accessible data
• Flex + Salesforce architectures that reduce complexity and increase speed
• Messaging strategies that improve response rates, lower handle time, and deliver measurable ROI

It's not about adding more tools. It's about building smarter, with purpose