Salesforce Data Cloud Quick Start
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 […]
Exploring Data as the Raw Material of Financial Services
At its heart, the Financial Services industry has always revolved around meeting human needs. While revenue drives its commercial aspect, it’s the people that give these financial institutions (FIs) purpose–which is why the core mission of banks, insurers, and others in the industry centers on acquiring, retaining, and continually finding new ways to serve customers. […]
Exciting Salesforce Updates for March: Quick Hits for Spring 24’ Release!
Spring is the season for exciting updates to the Salesforce platform. These feature improvements and new enhancements are typically rolled out without the need for additional configuration. Let’s take a look at the high-level overview of each product. Experience Cloud: New features in this release include configuring search results layouts with Search Manager to setting […]
Streamlining Real Estate Operations: The Fortimize Solution for Salesforce-MRI Integration
In our extensive experience working on real estate technology transformations, it is clear that data flow between Salesforce and the ERP is a significant challenge. The deal teams want to live as a sales tool, the finance teams want to live in their ERP, and both rely on customer and financial data that sits in […]
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 […]
Navigating the Insurance Data Challenge: Aggregation, Standardization, and Maximization
In an era where data is hailed as the new oil, insurance companies find themselves grappling with the challenges of aggregating, homogenizing, and leveraging vast amounts of data. This struggle has significant repercussions, not only on their operational efficiency but also on their ability to innovate and grow. Insurers, particularly small to mid-sized carriers, have […]
Elevating Customer Experience with Einstein Bots
In the ever-evolving realm of customer service, Einstein Bots stand as the vanguards of innovation, ready to revolutionize and elevate the customer experience. Powered by the genius of Artificial Intelligence (AI), these bots are not just tools; they are the architects of a customer-centric paradigm, bringing a myriad of benefits to both customers and businesses […]
Data Cloud: Adoption Roadmap
Enabling Data Cloud in 6 Steps In our previous blog post titled “Why Data Cloud?,” we offered insights into this Salesforce product, dispelled common misconceptions, and highlighted its benefits for financial services organizations. Now, we’re excited to assist you in navigating its full potential through a comprehensive 6-step Data Cloud enablement plan. Step 1: Identify […]
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 […]
