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4 Daily Habits for Successful Leadership

4 Daily Habits for Successful Leadership Leadership starts with habits, but habits don’t just happen. They need to be cultivated and put into practice. Recently, I read a list from Square that includes habits that successful entrepreneurs should have. It got me to thinking–what about my habits? Here are 4 Habits I’ve adopted and practice daily: 1.) Don’t get out of bed

Is It Possible To Change Our Behavior?

Is It Possible To Change Our Behavior? If you’re a boss, parent, spouse, or friend, you probably already know that your initial response to others isn’t always well thought out. Oftentimes, it comes from a place of wanting to get things done quickly, have control, and win arguments. Knowing ourselves and admitting where we fall short in our relationships with others is

When Impossible Bucket Lists Become Real

Back to Blog When Impossible Bucket Lists Become Real Toward the end of every calendar year, the media comes out with a variety of “Best of” and “Top 10” lists that bring favorite moments, people, and themes from that particular year together. Perhaps this was where bucket lists were born. We all have things in life we want to accomplish: maybe

$4B Catastrophe Bond Fund Grows and Manages with Salesforce

Back to Blog $4B Catastrophe Bond Fund Grows and Manages with Salesforce EXOTIC BOND MANAGER SCRUBS NEW ISSUES, ACQUIRES AUM, TRADES & SERVES CLIENTS – FROM SALESFORCE Developed Due Diligence Process to Ensure SAS 70 Compliance for New Bond Issues Leveraged workflows to drive client acquisition, trading and client management processes Content management and delivery for reporting (Prospectuses, Excel,

Teacher’s Pension & Insurance Services Chooses Fortimize

Back to Blog Teacher's Pension & Insurance Services Chooses Fortimize SALESFORCE IMPLEMENTATION FOR TEACHER’S RETIREMENT PLANNING FIRM Founded in 2007, TPIS is a teacher-focused company that specializes in investment options, life insurance, and retirement planning for educational institutions. TPIS picked Salesforce as their CRM solution as they require complex data migration, iPipeline integration (an insurance eApplication submission platform), as well as custom

Welcoming Our New Client: San Francisco Bay Area Regional Center

Back to Blog Welcoming Our New Client: San Francisco Bay Area Regional Center ACCLAIMED INVESTMENT BANKER FINDS SUCCESS WITH EXPERT BLOCKS San Francisco Bay Area Regional Center was founded in 2009 and focuses on raising foreign investments to finance domestic business enterprises that create jobs for the US economy. Although SFBARC has been using Salesforce for years, the company is now

Welcoming Our New Client: Pacific Premier Bank

Back to Blog Welcoming Our New Client: Pacific Premier Bank TOP-PERFORMING BANK CHOOSES FORTIMIZE FOR CRM IMPLEMENTATION Ranked the 7th Top Performing Mid-Sized Bank (total assets of $1 billion – $10 billion) by the American Bankers Association Banking Journal in May 2013, Pacific Premier Bank is rapidly growing through acquisition and establishing new finance units. Fortimize, a Salesforce.com Certified Cloud Alliance

Warm Welcome to Our New Client: Whittier Trust

Back to Blog Warm Welcome to Our New Client: Whittier Trust IMPLEMENTATION TO BOLSTER INVESTMENT AND WEALTH MANAGEMENT SERVICES While wealth management is primarily about assets, we know it’s much more-it’s also about families. At Whittier Trust, we provide a breadth of wealth and investment services to meet the unique values, goals and long term vision of our clients. Our passion

5 Signs of the Right Salesforce Implementation Partner

Back to Blog 5 Signs of the Right Salesforce Implementation Partner Leads. Prospects. Customers. They are the foundation of your business. But leads get cold faster than ever, prospects are easily distracted and customer expectations increase almost daily. How do you keep up? As a financial services professional you don’t have time to become a CRM system administrator. But engaging a

3 Wins of a Professional CRM Implementation

Back to Blog 3 Wins of a Professional CRM Implementation Dashboards and cloud security are only part of the CRM story. It's more than choosing the best platform, it has to create tangible results for you. A very simple example is like owning a car; if you don't perform necessary maintenance or use it correctly, it will seem as if it

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