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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 […]

How Genie Can Bring Magic to Retail Banking

How Salesforce Genie Can Bring Magic to Retail Banking

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 […]

Why Migrating to Financial Services Cloud is a Benefit for Financial Firms

Why Migrating to Financial Services Cloud is a Benefit for Financial Firms

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 […]