4 Reasons to Integrate Your Wealth Team into Your CRM
Should you have a separate Salesforce org for wealth management or should you integrate it into your financial institution’s overall Salesforce org? It’s a question many financial institutions find themselves asking. One thing is certain though: every financial institution requires a CRM, and Salesforce Financial Services Cloud stands out as the best choice. Designed specifically […]
Want to Understand Deposit Relationships? You Need to Unify Customer Data
Maintaining strong customer relationships is paramount, but meeting evolving and complex customer expectations has become increasingly challenging. In today’s landscape, financial institutions are no longer solely evaluated against their industry peers but rather against the customer experience observed across all facets of an individual’s life. Customers expect their financial services provider to have up-to-date and […]
Why Financial Institutions Should Maximize Relationships with Non-Deposit Customers
Customers are undeniably the lifeblood of any financial services provider, serving as the driving force behind their success. Historically, the primary focus of financial institutions has been acquiring new customers to strengthen and grow their deposit base. While the growth derived from new customer acquisition is valuable, it is equally critical to assess attrition risk, […]
Devices to Dollars: Maximize the Value of Revenue Intelligence in Medtech
Devices to Dollars: Maximize the Value of Revenue Intelligence in Medtech Wednesday, June 21, 2023 | 1:00pm ET Learn the true value of Revenue Intelligence from experts at the forefront of medtech innovation and revenue excellence. Find out where the real dollars are in your pipeline, where bookings are coming from, how to inform executives […]
How Bank Transactions Can Predict Attrition and Drive Additional Deposits
In today’s market, retaining current deposit clients is crucial for maintaining stability, trust, and effective operations. However, retaining customers is difficult due to increased competition, evolving customer expectations, and a lack of differentiation among financial services providers, with the emergence of online banking platforms and mobile apps with self-service options that don’t require an in-person […]
Power Your Winning Customer Retention Strategy with Slack, Tableau, Service Cloud, and Atrium
EBOOK Power Your Winning Customer Retention Strategy with Slack, Tableau, Service Cloud, and Atrium Predicting customer churn in annual recurring revenue (ARR) for cloud services is no small feat. Whether it’s a question of poor data quality or missing data, different patterns across customer behavior, delivering an omnichannel experience, or data privacy and security, most […]
7 Ways Salesforce DPA Streamlines Wealth Management
Wealth management professionals constantly battle against the clock to complete a multitude of tasks with laser-like accuracy, all while providing their clients exceptional service. With the rise of robo-advisors and the upcoming 50+ trillion dollar transfer of assets to a new generation, it’s crucial in this industry to make things as efficient and client-centric as […]
Tableau and CRM Analytics Whitepaper
WHITEPAPER Tableau and CRM Analytics: Choosing the Tool That’s Right for Your Organization and Use Case CRM Analytics and Tableau? CRM Analytics vs. Tableau? Many Salesforce customers still have questions when it comes to which tool (or combination of analytics tooling) is right for them. How do you know how to approach, or rethink, your […]
Whitepaper: Salesforce Data Cloud: Your Wish Granted for Customer 360… If You Know Where to Begin
WHITEPAPER Salesforce Data Cloud: Your Wish Granted for Customer 360… If You Know Where to Begin If you’re using Salesforce today, you already know its capabilities as a customer relationship management (CRM) platform. But with the launch of Salesforce Data Cloud and the evolution of its Customer Data Platform (CDP) to deeply integrate with both […]
A Guide to Evaluating Financial Services Cloud if You Already Have Salesforce
A lot has changed since salesforce first released Financial Services Cloud (FSC) in 2015. At first it was primarily a standardized data model with a couple of lightning web components to help illustrate relationships and an advisor’s daily view. Salesforce has iterated on it in the years since and added a host of new functionality, […]