Why Financial Institutions Should Maximize Relationships with Non-Deposit Customers

Why Financial Institutions Should Maximize Relationships with Non-Deposit Customers

Customers are undeniably the lifeblood of any financial services provider, serving as the driving force behind their success. Historically, the primary focus of financial institutions has been acquiring new customers to strengthen and grow their deposit base. While the growth derived from new customer acquisition is valuable, it is equally critical to assess attrition risk, […]

Devices to Dollars: Maximize the Value of Revenue Intelligence in Medtech

Rev Intel in Medtech

Devices to Dollars: Maximize the Value of Revenue Intelligence in Medtech Wednesday, June 21, 2023 | 1:00pm ET Learn the true value of Revenue Intelligence from experts at the forefront of medtech innovation and revenue excellence. Find out where the real dollars are in your pipeline, where bookings are coming from, how to inform executives […]

How Bank Transactions Can Predict Attrition and Drive Additional Deposits

How Bank Transactions Can Predict Attrition and Drive Additional Deposits

In today’s market, retaining current deposit clients is crucial for maintaining stability, trust, and effective operations. However, retaining customers is difficult due to increased competition, evolving customer expectations, and a lack of differentiation among financial services providers, with the emergence of online banking platforms and mobile apps with self-service options that don’t require an in-person […]

Power Your Winning Customer Retention Strategy with Slack, Tableau, Service Cloud, and Atrium

Slack Whitepaper

EBOOK Power Your Winning Customer Retention Strategy with Slack, Tableau, Service Cloud, and Atrium Predicting customer churn in annual recurring revenue (ARR) for cloud services is no small feat. Whether it’s a question of poor data quality or missing data, different patterns across customer behavior, delivering an omnichannel experience, or data privacy and security, most […]

7 Ways Salesforce DPA Streamlines Wealth Management

7 Ways Salesforce DPA Streamlines Wealth Management

Wealth management professionals constantly battle against the clock to complete a multitude of tasks with laser-like accuracy, all while providing their clients exceptional service. With the rise of robo-advisors and the upcoming 50+ trillion dollar transfer of assets to a new generation, it’s crucial in this industry to make things as efficient and client-centric as […]

Tableau and CRM Analytics Whitepaper

Whitepaper Preview - Tableau and CRM Analytics

WHITEPAPER Tableau and CRM Analytics: Choosing the Tool That’s Right for Your Organization and Use Case CRM Analytics and Tableau? CRM Analytics vs. Tableau? Many Salesforce customers still have questions when it comes to which tool (or combination of analytics tooling) is right for them. How do you know how to approach, or rethink, your […]

A Guide to Evaluating Financial Services Cloud if You Already Have Salesforce

A Guide to Evaluating Financial Services Cloud if You Already Have Salesforce

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, […]

On-Demand Webinar: Salesforce Data Cloud for Financial Services: Integration Updates to Salesforce Data Cloud, Snowflake, and CRM Analytics

High Impact Analytics

On-Demand Webinar Salesforce Data Cloud for Financial Services: Integration Updates to Salesforce Data Cloud, Snowflake, and CRM Analytics Learn how the unique relationship between Salesforce Data Cloud, Snowflake, and CRM Analytics is creating new ways for financial services firms to realize the value of customer data. Watch and learn as industry leaders showcase the different […]