Working in the financial services industry is not an easy-breezy thing to do. It is all about managing people’s wealth and helping them plan their lives, literally. Clients trust financial services companies with their hard-earned money and expect a smooth, secure, easily trackable process of handling the wealth. Delivering highly personalized service to numerous clients
Salesforce, the market leader in CRM, has created a storm in the world of sales and marketing of products and services catering to a diverse set of industries. Cloud-based CRMs such as Salesforce have made companies realize the importance of using individual consumer data for the purpose of communicating with them at large scale by
There has been a rapid change in the banking and wealth management industry, lately. Several modern fintech competitors have stepped in to simplify the ways of how people invest and save their money. The demand for digital financial transactions, along with the smart consultancy from advisors, have increased in recent times. Financial Services Cloud, a
