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,
In your journey to learn CRM Analytics, have you ever felt like there was a gap between an idea and the solution? You wanted to implement a really cool feature, but couldn’t find the right guide to get you there. Something beyond Trailheads and help articles…Enter AnalyticsKata. What is a Kata? A kata is a
Housing Development Alliance, Inc. (HDA) is a nonprofit affordable housing developer located in East Kentucky. With fewer than 50 employees, their mission is to use the power of housing to transform lives and build a brighter future for their community. To date, they have helped roughly 3,000 low-income people in rural Southeastern Kentucky become homeowners,
Almost twenty years ago, a colleague and I used to regularly refer to Excel as the “super tool” because it seemed like more often than not it was at the heart of business processes for companies we worked with. At the time, there were a lot of situations where Excel did as good a job
Welcome to 2023! When I was a kid, I imagined what life would be like in the 21st century. Surely I would enjoy flying cars, space tourism, and a robot sibling who wouldn’t steal my Legos. I never imagined smartphones, wireless internet (or internet at all), or chatbots. But here we are. With the new
Business intelligence modernization, or most commonly known as BI modernization, is not a new term. The term does still create a fair amount of confusion for our customers. Some vendors will have you think that it’s some sort of massive shift in the analytics technology we use. While there is some truth to that thinking,
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
Implementation is only part of the journey with a successful Salesforce solution. For long-term, continuous innovation and success with the platform, a Salesforce managed services engagement guided by a vendor (aka partner) who understands your needs, scope, and goals each step of the way is essential. Ensure your Salesforce managed services engagement gets off to
We like to think of customer relationship management (aka CRM) strategy as something new. But even in medieval times, merchants and tradespeople used strategy to better connect with their customers. Medieval merchants would use location to find the right customers — think of horse dealers at the city gate, or book merchants by the cathedral.
Authors: Tyler Pollard, Buzz Wells With the introduction of Salesforce Genie at Dreamforce ‘22, Salesforce is giving its customers the capability to connect with data across various platforms in real-time, in one place. Not only will users be able to connect to customer data at scale, but they’ll be able to engage with it holistically,