The Real Estate
Data Maturity Model
A Framework to Analyze Your Data & Analytics Capabilities The real estate industry has experienced a notable shift towards data-driven decision-making. As organizations strive to refine their processes, enhance customer and tenant experiences, and improve business outcomes, harnessing data and analytics provides them with a distinct competitive edge. However, the challenge lies in determining where […]
7 Pillars of a Data Strategy
Data-driven Success in Commercial Real Estate In an increasingly competitive commercial real estate (CRE) market, the importance of data cannot be overstated. It serves as the bedrock for informed decisions. This includes everything from property valuations, market dynamics, tenant preferences, and an array of influential factors. By implementing effective data collection and analysis now, your […]
Establish a reliable Yardi and Salesforce integration
Create a unified view of real estate data for sales, operations, and accounting teams. Real estate ERP systems like Yardi were primarily designed for accounting and financials, not customer relationship management workflow and reporting. In our newest real estate whitepaper, we discuss the benefits of an ERP and Salesforce integration and highlight the challenges, solutions, […]
Generative AI and Real Estate
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 […]
Bank Portfolio Diversity Matters-How to Attract New Customers and Secure More Deposits
Community banks and credit unions have a unique opportunity to capitalize on the fallout from recent, failed financial institutions such as Silicon Valley Bank and Signature Bank. When the FDIC intervened, it was a stark reminder of their current rule guaranteeing deposits up to $250,000. While these customer’s deposits above $250,000 were ultimately saved by […]
How Banks & Credit Unions can Improve Employee Engagement with Salesforce Financial Services Cloud
Banks and credit unions around the country are facing technological challenges as they explore opportunities to increase effectiveness and streamline processes within their bank operations teams. Many regional banks have significant technical debt and siloed systems of record which seriously limits their ability to make fast, data-driven decisions. On top of technological challenges, banking leaders […]
Mulesoft for Real Estate: The ERP Data Integration Advantage, Part 1
INTEGRATING SALESFORCE WITH REAL ESTATE ERPS The single biggest driver of delivering our projects on-time and on-budget comes down to one thing: integration to the accounting system. As real estate firms aspire for a digital, user-centric experience, deeper tenant relationships and smooth handoffs between sales, operations and accounting, a fool-proof, scalable integration between ERPs and […]
Data-First Banks: Creating Business Intelligence Throughout the Customer Journey
As we’ve explored in previous blogs, more regional and community banks are aspiring to become “Data First”—a modern bank that manages customer data as a business asset, rather than as a business byproduct. Once a bank has laid the groundwork to do this effectively, it can mine and use data as a raw material to […]
What CEOs recommend for building lasting digital transformation
Covid-19 created a new sense of urgency that business leaders have never experienced in their careers. Organizations were forced to either go into survival mode or pivot if they wanted to deliver real and sustainable financial results. Some organizations truly understood the meaning of the term “transformation” and have thrived in the new environment. After […]
Digital Transformation Starts with Data
Your customers are demanding more personalized experiences and immediate access to financial tools and services The noise around Digital Transformation for Banks and Credit Unions can be deafening. Mobile banking, online banking, chatbots, Artificial Intelligence (AI), machine learning, crypto, the list goes on and on….and on. If you feel like you’re drinking from the Fintech […]
