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, […]
AI, Simplicity, and the Future of Snowflake: Takeaways from Summit 2025
I just got back from this year’s Snowflake Summit, and the energy was as high as ever. Keynotes were packed, booths buzzing, and the Porsche giveaway had people genuinely wondering if they might drive home with more than swag. Unsurprisingly, “AI” was the word of the week, but the real story was how large enterprises […]
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 […]
Contact Center Performance: 6 Service Metrics That Matter
How do today’s contact centers measure success? It’s more than just answering the phone, responding to a chat, or replying to emails. Success is about providing excellent customer service efficiently. To do that, customer service leadership tracks key metrics that show how well the contact center is performing. Think of these metrics as vital signs […]
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 […]
Navigating Global Supply Chain Disruption: What Data-Driven Organizations Should Prioritize Now
Over the last few weeks, it’s become clear that the return of tariffs and broader geopolitical shifts is more than just political noise — it’s fundamentally reshaping how global supply chains operate. From rising raw material and manufacturing costs to volatile logistics and unpredictable demand, we’re entering a period of increased variability for businesses that […]
5 Salesforce Service Cloud Tools Transforming Contact Centers
Think of a contact center as a busy intersection of businesses and individuals looking for help and agents (ideally) providing best-in-class support. Information is constantly flowing, with agents directing traffic, ensuring every customer gets the right information to get where they need to go. Salesforce Service Cloud is a powerful platform that provides the tools […]
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 […]