In the fast-paced world of financial services, data is your most valuable asset. But are you truly maximizing its potential? CRM Analytics (CRMA) can be your key to unlocking hidden insights, driving personalized client experiences, and making informed decisions that fuel growth. CRMA is a dynamic visualization tool that not only provides consistent insights across
If you’re considering a migration to Financial Services Cloud (FSC) then you are either not yet on the Salesforce platform and are looking to get started, you’re on a highly customized version of Sales Cloud and are looking to scale/reduce tech debt, or you’re on another CRM altogether. In any case, you’ve realized it’s time
Contributor: Gene Zeyger From acquisition to growth and retention, one of the focus areas for many wealth management firms in this turbulent market is building better relationships with their clients. One way of doing that is to understand what the similar clients are doing, not only from an investment perspective, but across the board. Who
How does your financial firm manage relationships and deliver personalized service? The ways we maintain customer relationships has changed for the better in large part due to the capabilities brought by CRM. However, building relationships with new and existing customers, increasing revenue, and delivering the right personalized information at the right time takes a specialized
Everyone wants to get back to business as usual, and perhaps none more so than those in financial services and healthcare — two industries that shape our everyday experiences. From a macro perspective, while banks were already evolving how they offered their products and services prior to COVID-19, the pandemic has consequently accelerated consumer adoption
The mortgage industry is going through changes involving a great deal of evolution around tracking applications, approvals, and servicing customers in more intuitive ways. We spoke with some of our team members across Salesforce and strategy consulting and customer engagement to dig into the main obstacles facing mortgage lenders today, as well as the unique
The financial services industry is always looking for better ways to engage clients and create a unique, personalized experience and meaningful financial health insights. In order to strengthen those relationships and increase customer loyalty, those organizations are turning to the power of AI. We sat down with Laura Koch, Atrium’s VP of Customer Engagement, to