Salesforce's Summer '23 update for Financial Services Cloud is around the corner and packed full of bright new features. Whether it's Actionable Segmentation going GA,…
A CEO of a well-known investment bank once remarked proper use of technology is the cornerstone of success of a modern financial organization, and rightly…
Salesforce is fantastic. Sure, it has quirks. Yes, some people complain about it…but when you consider its power…an out of the box fully functioning CRM…
Salesforce is changing the face of the B2B financial services industry. Firms seem to be winning by leveraging Salesforce to increase customer engagement, personalize offers…
As we come to a year-end, we cannot wrap up the year without acknowledging all the significant and game-changing work Salesforce has done in the…
The banking industry has completely transformed and now what matters the most is how a bank is able to deliver personal experiences to its customers…
Most borrowers find applying to the mortgage application process a time-consuming and tedious task with conventional financial institutions & lenders (who still use old manual…
Financial services corporations need to act faster on their customers’ needs by offering quick & robust solutions. And to help with that, the #1 CRM,…
Salesforce recently announced a new feature Called Mortgage Innovation for Financial Services Cloud that is designed to streamline the mortgage application process. This new tool includes a guide…
There has been a rapid change in the banking and wealth management industry, lately. Several modern fintech competitors have stepped in to simplify the ways…
Working in the financial services industry is not an easy-breezy thing to do. It is all about managing people’s wealth and helping them plan their lives, literally.…
This blog post takes into account the in and outs of Salesforce financial services cloud. The blog paves the way for you to understand everything…
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