Investment Banking
Accelerate Transformation with Salesforce for Investment Banking
Reading time: 5 minutes
As consumer technology trains us to expect instant results, that same mentality carries over to the workplace. Everyone wants things, and they want them now, whether that’s an interactive dashboard about the portfolio of live deals and staffing assignments, a balance sheet from a portfolio company’s last valuation, or maybe just a cup of coffee...
Asset Management
How Digital Process Automation is Driving Asset Management Success
Reading time: 3 minutes
The financial services industry has experienced some severe market volatility in the past few years, and this unpredictability and instability has severely disrupted all aspects of asset management, from private equity and venture capital to real estate and REITs. Asset management organizations are taking a digital-first approach to stay competitive in this challenging market. They...
Financial Services
Powering the Productivity and Growth of Canadian Capital Markets
Reading time: 5 minutes
2021 proved to be a banner year for Canadian investments, with more than $11.8B CAD in venture capital invested and $20B CAD in private equity deployed. Canadian startups raised more than double their 2020 investment totals, and 2x the totals in 2019. Canadian economic development is positioned to see parabolic returns, but what does that...
Financial Services
How Tech Can Win the Battle for Financial Services Talent
Reading time: 7 minutes
It is like a game of Hide and Seek out there in the search for talent – except financial services companies are doing a lot more seeking and a lot less finding. The trailing wake of the pandemic has left us with the so-called Great Resignation, created new forms of flexible work, and made huge...
Salesforce Platform
7 Essential Tools and Processes for Successful DevSecOps
Reading time: 6 minutes
When deciding what tools and processes to adopt for your digital transformation, you need to keep DevSecOps front of mind. If you evaluate the security risks in your existing or planned development and release process, you can make sure the right tools and processes are in place to mitigate these risks. First, evaluate your process...
Salesforce
The 5 Phases of an Effective DevSecOps Process
Reading time: 5 minutes
Last week, we looked at the people and technology you need to build a strong DevSecOps foundation for your organization, and the importance of having a Center of Excellence (COE) with a clear, actionable charter. Your DevSecOps charter should define in detail how you expect your COE team to engage security throughout the development lifecycle....
Salesforce Platform
Intro to Salesforce DevSecOps: What You Need to Know
Reading time: 6 minutes
Over the last few years, more and more Salesforce teams have been moving away from org-based development towards DevOps, so they can collaborate more easily, manage multiple workstreams, and deliver projects quickly and incrementally. Ultimately, DevOps enables teams to get more value out of Salesforce for their businesses. As DevOps has become more familiar to...
Asset Management
Marketing Technology Trends for Asset Management
Reading time: 5 minutes
As the markets have become increasingly volatile over the last few quarters, many asset managers are left wondering what to do with their marketing strategies. There’s a battle brewing between the old and the new, and increasingly, financial advisors and their clients are turning to digital channels and social media to understand which funds and...
Real Estate
How Salesforce Enables a 360 Approach to the REIT Market
Reading time: 4 minutes
Everywhere you look these days, you can’t miss the dramatic changes happening in the real estate industry. There’s a “for sale” on a building one day. The next, it’s “just sold” and off the market. This rapid change extends to all areas of the country and is especially seen among real estate investment trusts (REIT)...
Financial Services
3 Key Skills Your Team Needs to Navigate the Future of Data
Reading time: 5 minutes
You’ve seen how data storytelling helps companies deepen customer relationships and started to establish a data storytelling foundation for your organization, but how do you build a team that can effectively execute your data strategy? To make this kind of data storytelling happen, financial services firms need to take cues from their friends in technology...