Salesforce Data Cloud Quick Start

Person signing paperwork

Empowering Connected and Personalized Experiences with Salesforce Data Cloud Salesforce Data Cloud has risen to the top, solidifying its position as the go-to technology for the financial services industry. With its seamless connectors and zero-copy integration, Data Cloud provides banks and credit unions with a secure and cost-effective solution to tap into critical customer or […]

7 Pillars of a Data Strategy

Data-driven Success in Financial Services Data is the heartbeat of informed decisions, the cornerstone upon which every successful organization is built. By embracing robust data collection and analysis today, your company can unlock the door to a future powered by intelligent decision-making, with artificial intelligence (AI) leading the charge. To harness the true potential of […]

Why Data Cloud? What it is, isn’t, and how it benefits financial services. 

What is Data Cloud? In the ever-evolving landscape of financial services, staying ahead requires more than just data – it demands insightful, actionable information. Salesforce Data Cloud, formerly known as Salesforce CDP and Genie, emerges as a transformative solution, transcending its initial marketing-centric role to become an indispensable asset for financial organizations. Data Cloud has […]

Generative AI and Real Estate

An illustration of how AI is revolutionizing the real estate industry by enabling smart buildings and intelligent property management.

A Solid Data Foundation and Org-wide Strategy is Essential The emergence of generative AI, exemplified by tools like ChatGPT, has captured the world’s attention due to its ability to produce quick and relatively quality insights and content. As this technology gains momentum, real estate executives are beginning to wonder why they don’t have access to […]

The Best of Dreamforce 2021 for Financial Services

Dreamforce, Salesforce’s biggest event of the year, took place last week and we attended to bring you the latest news for the Financial Services industry. Continue reading for updates on how Salesforce is looking to improve their offerings for Financial Services and where to find the most relevant sessions for you from the event.  What […]

Three Things Bankers are Doing to Increase Their Focus on People

By: Larsen Chung We hosted a roundtable of bankers from across the US last week and while we had some good laughs about our various sports team predictions for 2021 and a few (not so) bold bets about crypto and digital assets, there were three topics that stood out to me. Each one has come […]

Advancing Digital Transformation Despite Pandemic Challenges

Canandaigua National Bank & Trust is a $3.2B community bank in upstate New York. Annette Joyce, EVP of Technology & Project Management joined us in November for Fortimize Focus: Platform and Technology Solutions Driving Digital Transformation, where she shared her team’s aggressive technology roadmap for 2020 and how they managed to keep key projects going […]

Customers Bank Finds a Shift in Perspective

Customer’s Bank is a super-community bank with $18.8 billion in assets, offering commercial, consumer, and digital banking services across the country. Their CIO, Alex Balagour, joined us on a recent Fortimize Focus panel discussion to share insights gathered during the last few months of working from home. Banks around the world had to rethink working […]

Thought Leadership Paper

Digital Transformation in the Financial Services Industry During COVID by Jim Collins