Sprint Reviews: The Key to Successful Salesforce Implementations

team collaborating during a sprint review cycle

Implementing Salesforce can set your organization up for success or create new challenges, such as poor user adoption, increased technical debt, and inefficient workflows. To proactively mitigate these challenges, you should work with an experienced consulting partner who can deliver agile sprint reviews as part of their development methodology. Sprint reviews, held at the end […]

Flexible and Affordable Salesforce Support for Financial Services

Salesforce support admin troubleshooting issue on computer

As your financial services organization grows, efficient Salesforce and Data & Analytics advisory solutions become crucial for success. Keeping up with rapid technological advancements can be challenging and requires strategic adjustments to stay competitive. While Salesforce offers the flexibility to adapt and customize your operations to meet evolving demands, having skilled consultants to support the […]

Integrating Salesforce Data Cloud and Snowflake

integrating Salesforce Data Cloud and Snowflake

Salesforce Data Cloud has been generating significant buzz, particularly with the introduction of a free tier for customers using the Enterprise and Unlimited editions. As Data Cloud evolves, many organizations are asking: how does it compare to data warehouse solutions like Snowflake, and why should we consider integrating Salesforce Data Cloud with Snowflake? Let’s explore […]

MuleSoft’s API-led Connectivity Architecture Enables Robust Integrations

MuleSoft API-led Connectivity

For companies exploring MuleSoft as an enterprise integration platform, you may have encountered the term API-led Connectivity. Within the MuleSoft ecosystem, an API-led approach is recognized as a robust, scalable best practice for building large-scale enterprise integrations. This approach serves as an alternative to the fragile point-to-point connections between systems that are prone to breaking […]

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 […]

The Power of Service Cloud Voice: Revolutionizing Customer Service in Banking

The CRM of choice for Banks and Credit Unions is Salesforce Financial Services Cloud. FSC enables Banks and Credit Unions to capture customer interactions, manage sales pipelines, and elevate their customer service experience. One integration, in particular, Service Cloud Voice (SCV), elevates FSC’s capabilities and helps organizations retain and grow Share of Wallet (SOW). Let’s […]

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 […]

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 […]

Thought Leadership Paper

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