Enabling Responsible Data Use with a Snowflake Data Clean Room
In a time where data-driven decision-making is the ideal path forward for businesses, the need to find a balance between data collaboration and privacy has become a top priority for businesses. Enter data clean rooms! These controlled environments allow businesses to make use of and share their data while remaining compliant with privacy regulations. More […]
AnalyticsKata: Reshape Data Using a CRM Analytics Recipe
Trying to get data into the right form is half the battle when it comes to analytics. This challenge is meant to show off some of the functionality of CRM Analytics recipes, while also tackling a realistic use case. (New to the idea of an AnalyticsKata? Refer back to our very first challenge!) AnalyticsKata: Reshape […]
AnalyticsKata: CRM Analytics Pie Chart vs. Bar Graph
If you’ve worked with bindings in CRM Analytics dashboards, you’re likely already aware of the amazing capabilities that they provide. Bindings allow you to dynamically change groupings, calculations, and more in charts and tables. But did you know that you can also use them to change chart types? For this week’s Kata, we’ll be using […]
Thriving in the Digital Era: 7 Reasons Banks Can’t Afford to Ignore AI
Imagine a digital landscape where bank branches stand eerily quiet, their once bustling interiors now vacant. For many banks today, this is a reality as the shift toward digital banking and online transactions reshapes the banking sector and revolutionizes how customers manage their finances, leaving physical branches devoid of the crowds they once attracted. The […]
The Rise of AI in Financial Services: Balancing Fear and Opportunity
AI and data analytics have become indispensable tools for banks that seek to thrive now and in the future. The integration of AI into major platforms like Salesforce, coupled with the power of tools such as Tableau and CRM Analytics, has made the benefits of AI more accessible than ever in the financial services industry. […]
How Financial Services Firms Can Inform Decision-Making with Ethical Data Handling
In today’s data-driven world, organizations have access to massive amounts of data that can provide valuable insights and drive informed decision-making. Embarking on a data or analytics project like implementing Salesforce Data Cloud can be an especially exciting endeavor for organizations. It holds the promise of unification, valuable insights, and informed decision-making that can be […]
How to Use Einstein GPT in Salesforce and Other Generative AI Solutions
Authors: Paul Harmon and Josh Fleischer Interested in getting the most out of generative AI embedded in CRM? Many companies are. A recent study by McKinsey indicated that commercial leaders think organizations should be using machine learning and generative AI “often” or “almost always.” Salesforce recently announced a partnership with generative AI giant OpenAI, and rolled out a […]
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 […]