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The Story of 4 Financial Firms and Their Salesforce-powered Apps
Find out how 4 financial firms leveraged Salesforce App Cloud to develop mobile apps to maximize productivity and delight customers.
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Phani Madhav
- Aug 30
- 5 min
Redefining Customer Service in the Banking World with the Latest CRM Systems
Learn how cutting-edge CRM systems help banks and financial institutions leverage data and automation to delight clients and drive growth.
150
Phani Madhav
- Aug 2
- 5 min
Salesforce for Fintech Firms - Paving the Way for Rapid Growth
Learn how Salesforce helps fintech companies to deliver excellent, highly-personalized services to customers and grow rapidly.
200
Phani Madhav
- Jul 27
- 5 min
Salesforce - Empowering Banks to Fulfill the Expectations of Clientele
Find out how Salesforce helps banks understand customer expectations with high efficacy to provide delightful services.
150
Phani Madhav
- Jul 20
- 4 min
Banking Crisis - Using Technology to Calm Nerves and Restore Confidence
Learn how proper use of technology helps banks deal with uncertainty effectively and win the trust of their customers.
300
Phani Madhav
- Jul 17
- 5 min
What Makes Salesforce FSC the Ideal CRM Solution for the BFSI Sector?
Learn how Salesforce Financial Services Cloud (FSC) helps maximize productivity and delight clients of financial institutions.
250
Phani Madhav
- Jul 5
- 4 min
How Salesforce Helps Wealth Management Firms Maximize AUM?
Learn how Salesforce Financial Services Cloud (FSC) helps wealth management firms delight their customers and grow their business rapidly.
190
Monica Barthalomeo
- Mar 31, 2022
- 7 min
Top 8 Benefits of CRM for Banking
Want to know about the benefits of using a CRM system for your banking organization? Read on.
1,3320
Phani Madhav
- Nov 8, 2021
- 2 min
Resolving the Problem of Data Synchronization with Salesforce (Case Study)
Learn how we helped a BFSI firm eliminate the problem of data synchronization with their Salesforce system.
720
Phani Madhav
- Oct 25, 2021
- 3 min
Helping Overcome Data Synchronization Issues with Salesforce (Case Study)
Find out how we enabled an insurance company to enjoy complete data visibility, by implementing Salesforce Data Loader.
900
Vijay Kiran
- Sep 22, 2021
- 2 min
Helping Ensure a 360-degree View of Marketing Data Using Salesforce Marketing Cloud (Case Study)
Find out how we helped a financial services giant set up a single source of truth and get a 360-degree view of their marketing data.
1210
Phani Madhav
- Sep 16, 2021
- 2 min
Automating the Quoting Process Using Salesforce CPQ (Case Study)
A major challenge faced by many companies in the Banking, Financial Services and Insurance (BFSI) sector is generating quotes seamlessly....
3740
Phani Madhav
- Sep 13, 2021
- 2 min
How Salesforce Helps BFSI Firms Ensure High Levels of Growth
Find out how Salesforce is empowering BFSI firms grow rapidly and delight their customers.
760
Phani Madhav
- Aug 18, 2021
- 5 min
How Salesforce Einstein Helps Banks Grow Rapidly: Expert Insights
Learn how Salesforce Einstein helps make the best use of your bank’s data to conduct operations in a safe, efficient and affordable manner.
1010
Phani Madhav
- Aug 12, 2021
- 3 min
Customer Service Development Portal for a Bank (Case Study)
It is well-known good customer service is the key to the success of banking and financial services companies.
2690
Phani Madhav
- Aug 3, 2021
- 3 min
3 Powerful Tools for BFSI Firms to Build Strong Corporate Customer Relationships
Find out how three novel tools of the new Salesforce Financial Services Cloud help BFSI firms serve their customers with high efficacy.
1330
Phani Madhav
- Aug 21, 2020
- 5 min
A Love Letter to Salesforce Financial Services Cloud from a Bank’s CTO
Jim is the Chief Technology Officer (CTO) of a large Manhattan-based multinational banking company, which provides a wide variety of...
710
White Papers
Salesforce Lightning: Not Just A Visual Uplift But An Opportunity To Reimagine Your Business Process
Gain insights on how orchestrating Salesforce Lightning has revolutionized user experience and redefined customer relationship management. EXECUTIVE SUMMARY The race to own customers through their experience is on! Today, technology is restating the importance of experience over building an excellent product or service, an experience that makes them stand out. Since its inception in 1999,...
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