How National Debt Relief Built a Data Foundation for the Future with Snowflake
How National Debt Relief Built a Data Foundation for the Future with Snowflake
Winning the Social Security Shift with Salesforce for Credit Unions and Community Banks
I can still remember the first time I realized it was “Social Security Day” at the branch. I was brand new in banking, almost two decades ago. You didn’t need a calendar to know because the lobby told you. It would be filled with some of my favorite people, mostly gray and white-haired regulars who […]
A New Standard in Borrower Experience: Salesforce Digital Lending + Agentforce
I hit that moment many parents can relate to: the realization that your vehicle just doesn’t fit your life anymore, even if it’s one you really like. The second child sealed the deal. Two car seats, bigger stroller, snacks — the logistics had outgrown our compact SUV. So, off to the dealership we went. The […]
Weather Any Storm: Build Organizational Resilience with Salesforce Financial Services Cloud
A few nights ago, I was tethered to my phone’s hotspot, laptop barely hanging on, trying to finish one last virtual meeting before the battery gave out. It was our third major storm this year. Another giant tree — one of the many in our beautifully wooded neighborhood — snapped a power line. Again. Now, […]
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 […]