Track Investment Intent in Salesforce and Turn Interest into Advisor Action
New Component Tracks Product Interest Understanding what clients care about isn’t optional—it’s essential. As clients’ financial needs evolve, staying in sync with their shifting interests helps advisors deliver relevant advice, build long-term trust, and drive growth. But tracking this kind of data can be messy. Preferences, investment vehicles, and client goals often get buried in […]
Agentforce in Action: How Wealth and Asset Teams Use AI to Support Client Independence
How Advisors Are Using AI In the world of wealth and asset management, client service isn’t just about resolution—it’s about relationship. When clients reach out, it’s often tied to sensitive financial information, portfolio access, or long-term planning. That means every interaction is an opportunity to build—or lose—trust. Agentforce, powered by Salesforce Financial Services Cloud, enables […]
Agentforce in Action: How Banks and Credit Unions Use AI to Automate Support and Reduce Call Volume
How Banks and Credit Unions Are Using AI Customer support is pivotal in building trust and loyalty for banks and credit unions. However, support teams often find themselves overwhelmed with routine issues such as lost debit cards, forgotten passwords, and address updates. These three categories alone can comprise up to 40% of incoming calls, creating […]
Agentforce in Action: Lead-to-Lease Automation for Real Estate
Turn Property Inquiries Into Signed Leases Leasing teams are drowning in disconnected systems, high inquiry volumes, and rising renter expectations. Prospects drop off. Agents burn out. NOI suffers. Agentforce, built on Salesforce, changes that. By combining live property data, AI-driven conversations, and intuitive scheduling in one connected experience, Agentforce automates the lead-to-lease journey. Engage Prospects […]
Building vs. Buying Your Digital Account Opening (DAO) Platform
The Argument: Speed or Customization For financial institutions (FIs) competing for market share, a fast, frictionless Digital Account Opening (DAO) process is an essential component of customer acquisition and satisfaction. Customers expect seamless digital experiences, and with up to 40% of online applications being abandoned due to clunky systems, the right platform is critical. The major strategic […]
Introducing the Fortimize & Blend Salesforce Connector
We are thrilled to share more on our newest accelerator that integrates the Blend Consumer Banking Suite designed specifically for banking and credit union customers, with Salesforce.
Symitar-to-Salesforce Accelerator Enables Credit Unions to Deliver Exceptional Member Experiences in Weeks
The Symitar-to-Salesforce Accelerator by Fortimize consolidates financial and engagement data into a single view within Salesforce. It provides credit unions with actionable insights to foster stronger member relationships and to deliver exceptional service. The Symitar-to-Salesforce Accelerator makes it possible to deliver this capability within a single calendar quarter. 360 Member Insights: Gain a complete view […]
Agentforce in Action. Turning a Lost Debit Card into a Loyalty-Building Experience
Overview Salesforce Agentforce redefines customer support for the financial services industry, enabling banks to provide proactive tailored support that strengthens customer loyalty. Agentforce enables banks to meet ever-increasing customer expectations using data and AI within Salesforce. It eliminates the limitations of legacy systems and fragmented channels to deliver immediate results for customers. Build Customer Trust: […]
Fast, Cost-effective Salesforce Innovation with DaaS
What is DaaS? Delivery as a Service is a capacity-based model designed to support and advance your Salesforce roadmap. Our proven, cost-effective approach drives continuous innovation, enabling your business to grow faster with Salesforce. How DaaS can help you deliver results You lack industry expertise to execute your strategic directionDaaS provides skilled specialists to advise […]
