Whitepaper: The Right Revenue Intelligence Strategy

WHITEPAPER Transform Your Revenue Operations With The Right Revenue Intelligence Strategy As leaders look for ways to maintain growth and profitability, revenue intelligence is a crucial way teams can identify and eliminate internal silos and improve cross-team data visibility, in order to turbocharge the customer experience. What’s inside? Created in partnership with Salesforce, this whitepaper […]
On-Demand Webinar: Empower Relationship Managers to Drive Winning Client Interactions With Salesforce Analytics

On-Demand WebiNar Empower Relationship Managers to Drive Winning Client Interactions With Salesforce Analytics Today’s sales and relationship managers and leadership need smarter insights in order to close business faster — and those come in the form of clear, descriptive dashboards with a unified view of your customers. Salesforce Analytics helps your sales teams visualize sales […]
Predictive Analytics In Banking: How It Helps Lenders Succeed

Predictive Analytics has the power to revolutionize almost any industry. It’s especially useful for financial institutions like banks and fintech firms because they help gain access to the subconscious behavior of customers. This includes their spending and saving habits, social habits, and more. We can use this data to personalize service for customers and customize […]
On-Demand Webinar: AI Trends and Use Cases in the Mortgage Industry

In this webinar, our leaders discuss the biggest AI trends in the mortgage industry and the particular use cases around acquisition, growth, service, and recapture.
AI In Banking: What Are the Most Prominent Use Cases?

Over the past few years, A.I. and machine learning have disrupted the entire landscape of how we consume products and services as customers. This trend continues as more companies are starting to realize the benefits of incorporating big data and machine learning into their business models and as a part of the services they offer. […]
How to Plug Your Own External Machine Learning Models (BYOM) In Salesforce

Contributors: Paul Harmon, Keely Weisbeck Back in the day, businesses needed lots of resources to build predictive models from scratch, including a data science team of qualified statistics experts to build and maintain models. Einstein Discovery from Salesforce allows companies to implement machine learning without needing a team of data scientists, integration experts, and architecture […]
AI In Financial Services: 3 Ways Organizations Compete with AI and Analytics

The year 2020 was the start of, what many in the industry are calling, the “Decade of Data”. If you haven’t heard this phrase before, perhaps you have heard the saying on the street “data is the new oil” or “data is the new soil”. To no surprise, the amount of data being generated just […]
5 Big Takeaways from Tableau Conference 2022

For the first time in over two years, the Tableau #datafam was back together in person for Tableau Conference 2022 (aka TC22). The annual conference, traditionally held in the fall, shifted to spring for 2022. Here are my five biggest takeaways from the week in Las Vegas. Get Ready for more Tableau Cloud (formerly Tableau […]