Cool Tools, Modest Moves: 7 Things to Know About Financial Services Cloud Summer 2025
When Salesforce first launched Financial Services Cloud (FSC) in 2016, it gave financial institutions a unified data model that reshaped how they worked with Salesforce. It brought order to what had previously been a patchwork of customizations. Since then, Salesforce hasn’t stopped evolving FSC — and more recently, much of that evolution has been focused […]
Top 6 Takeaways from Agentforce World Tour for Financial Services
AI in financial services has officially moved from exploration to execution. We’re past the point of exploration. Leaders aren’t asking if AI fits into their strategy — they’re focused on making it work with confidence, compliance, and clear business value. That shift was front and center at the Agentforce World Tour. A few weeks ago, […]
Built for Bankers: Designing Salesforce Financial Services Cloud for End Users
“It feels like this system was designed for management, not for me to serve my customers!” Sound familiar? If you’ve spent any time with relationship managers or bankers after a typical CRM rollout, you’ve probably heard a version of this. It’s a frustration I encounter regularly when working with financial services clients who implemented another […]
Less is More: Why Focused Salesforce Rollouts Drive Adoption and Reduce Risk
“We tried to do everything at once… and the project collapsed under its own weight.” We see it all the time: a bank or wealth firm embarks on a Salesforce Financial Services Cloud (FSC) journey with the best of intentions. The project team packs every possible feature, workflow, and integration into phase one. Everything but […]
On-Demand Webinar: AI in Banking: How to Reduce Costs, Boost Productivity, & Drive Revenue
On-Demand Webinar AI in Banking: How to Reduce Costs, Boost Productivity, & Drive Revenue Are your bankers bogged down by time-consuming, low-value tasks when they could be building more meaningful client relationships? Does your team lack the predictive insights to proactively engage accounts with the right offers at the right time? Join banking and data […]
Agentforce & Beyond: 5 Takeaways for Financial Services from Salesforce SKO FY ‘26
Wow, what a week at Salesforce Sales Kick-Off (SKO) FY ‘26. It was a whirlwind of innovation, inspiration, and connection, with so many familiar faces — partners, clients, and Salesforce folks — all energized for the new fiscal year. The conversations were buzzing, the energy was high, and the happy hour Atrium hosted was a […]
Data and AI in Banking and Wealth Management: Top 4 Takeaways of 2024
As 2024 draws to a close, it’s time to reflect on the whirlwind of change and innovation that swept through the financial services industry. From the rise of generative and autonomous AI to the ongoing quest for deeper customer relationships, this year has been a dynamic one. In this final blog post of 2024, I […]
Salesforce Core: 5 Things to Know About the Future of Financial Services Cloud
Remember when Salesforce first launched Financial Services Cloud in 2016? The managed package brought a standardized data model that revolutionized how banks, credit unions, and implementation partners worked with Salesforce. It was a game-changer! But Salesforce hasn’t stood still. Since 2019, they’ve been steadily enhancing the core platform, driven by the need for greater performance […]