How Genie Can Bring Magic to Retail Banking

How Salesforce Genie Can Bring Magic to Retail Banking

The Consumer Financial Protection Bureau (CFPB) was recently found by a court to be unconstitutional. But regardless of the politics and legalities of the CFPB, the cause of protecting banking consumers should be a concern for everyone. This includes retail banks. A cynical observer might ask why a bank should care about consumers, but principles […]

Why Migrating to Financial Services Cloud is a Benefit for Financial Firms

Why Migrating to Financial Services Cloud is a Benefit for Financial Firms

If you’re considering a migration to Financial Services Cloud (FSC) then you are either not yet on the Salesforce platform and are looking to get started, you’re on a highly customized version of Sales Cloud and are looking to scale/reduce tech debt, or you’re on another CRM altogether. In any case, you’ve realized it’s time […]

Whitepaper: Driving Salesforce Financial Service Cloud Adoption at Banks

Mock-up-FSC-whitepaper-small-version

WHITEPAPER Driving Financial Services Cloud Adoption at Banks It’s no surprise that many banks are choosing Salesforce Financial Services Cloud (FSC). With tools that enable bespoke experiences for customers, automation that boosts productivity, AI-powered insights, and more, the platform is a natural fit for key decision makers. But what about end users? They’re the ones […]