Cool Tools, Modest Moves: 7 Things to Know About Financial Services Cloud Summer 2025
When Salesforce first launched Financial Services Cloud (FSC) in 2016, it gave financial institutions a unified data model that reshaped how they worked with Salesforce. It brought order to what had previously been a patchwork of customizations. Since then, Salesforce hasn’t stopped evolving FSC — and more recently, much of that evolution has been focused […]
Top 6 Takeaways from Agentforce World Tour for Financial Services
AI in financial services has officially moved from exploration to execution. We’re past the point of exploration. Leaders aren’t asking if AI fits into their strategy — they’re focused on making it work with confidence, compliance, and clear business value. That shift was front and center at the Agentforce World Tour. A few weeks ago, […]
Atrium’s Retail Banking Agent Powered by Agentforce
Atrium’s Retail Banking Agent Powered by Agentforce Atrium’s Retail Banking Agent transforms customer interactions with instant, personalized support directly within the online portal. The agent handles routine inquiries, streamlines case creation, and offers 24/7 availability. By automating tasks and providing trusted account insights, the agent enhances customer satisfaction, drives operational efficiency, and reduces costs — […]
Built for Bankers: Designing Salesforce Financial Services Cloud for End Users
“It feels like this system was designed for management, not for me to serve my customers!” Sound familiar? If you’ve spent any time with relationship managers or bankers after a typical CRM rollout, you’ve probably heard a version of this. It’s a frustration I encounter regularly when working with financial services clients who implemented another […]
The Silent Killer of CRM Success: How to Stop Duplicate Data in Its Tracks
There’s a unique, painful sound every Salesforce admin knows: the groan of frustration when someone pulls a report and realizes half the accounts are duplicates. Suddenly, nothing makes sense. Sales teams are confused. Customers get duplicate outreach. Leadership starts by questioning every dashboard. You know what’s happening. The sneaky, silent villain of CRM success has […]
Less is More: Why Focused Salesforce Rollouts Drive Adoption and Reduce Risk
“We tried to do everything at once… and the project collapsed under its own weight.” We see it all the time: a bank or wealth firm embarks on a Salesforce Financial Services Cloud (FSC) journey with the best of intentions. The project team packs every possible feature, workflow, and integration into phase one. Everything but […]
Salesforce Success Hinges on Change Management: It’s All About Employee Readiness
Think about it: you can have the most cutting-edge Salesforce system, but if your team isn’t truly ready to use it effectively — if they don’t really get why they should change their old habits — you won’t achieve your goals or maximize your investment. That’s where change management becomes essential. Yet, far too often, […]
Get Started with AI: Don’t Wait for Perfect, Iterate to Success (Like Tony Stark!)
Okay, Marvel fans, let’s talk about Tony Stark. Genius, billionaire, playboy, philanthropist… and imperfect. My seven-year-old Marvel-obsessed son (whose room, by the way, is a shrine to all things superhero — thanks, targeted advertising!) and I were watching a video the other day about Iron Man, and it struck me: Tony didn’t build his suit […]