Credit Score and Balance Trend Quick Starts, Leveraging Salesforce Data Cloud
Boost Customer & Member Experience and Drive Wallet Share Growth Fortimize and Own have launched a strategic partnership leveraging Salesforce Data Cloud to enable Banks and Credit Unions to provide a more personalized experience for their customers and members while growing top line revenue. Credit Unions and Banks struggle to unify data about their customers […]
Sprint Reviews: The Key to Successful Salesforce Implementations
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
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
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
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 […]
Managing Insurance Renewals on Salesforce with FiveM and Fortimize Accelerator
In the insurance industry, underwriters bear an important responsibility for appropriately managing the evolving risk within their renewal books, doing so accurately, efficiently and competitively. Leveraging FiveM and their experience in insurance, along with Fortimize and their technology expertise in Salesforce, we’ve developed solutions like our Insurance Renewal Accelerator, which is transforming the management of […]
ERP and Salesforce Integrations: MuleSoft Unifies Real Estate Data
The single biggest driver for delivering real estate technology projects on time and within budget hinges on one key element: seamless integration with enterprise resource planning (ERP) software. As real estate organizations aspire to deliver digital and user-centric experiences, scalable ERP and Salesforce integrations become an imperative, not a luxury. Why You Should Integrate Your […]
Salesforce Transaction Dispute Management: How Banks and Credit Unions Can Streamline Processes
Financial transaction disputes are headaches for both the institution’s employees and their customers. On average, a single dispute can set a financial institution back by $10 to $70 in operating expenses. More impactful, perhaps, is the decrease in brand sentiment and trust if not settled quickly. One way banks and credit unions can address the […]
Creating Seamless Group Benefits Onboarding with Salesforce Solutions
Group Benefits Onboarding, the process of enrolling employees in group insurance plans, is a critical aspect of human resources management. Yet, this process often presents challenges that can hinder efficiency and accuracy, impacting both employers and employees. Challenges Faced: Inaccuracies or errors in managing sensitive employee information can lead to coverage issues or breaches of […]
Delight your Customers with Omni-channel Insurance Service Centers on Salesforce
Delivering exceptional customer service while optimizing internal processes are table stakes when it comes to ‘customer experience.’ Omni-channel Insurance Service Centers, powered by Salesforce’s Financial Service Cloud (FSC) and Experience Cloud, offer a transformative solution to seamlessly manage customer interactions across multiple channels like phone, email, chat, and social media. One of the core challenges […]
