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Salesforce Platform How Salesforce’s Informatica Acquisition Enhances AI and Data
Last month, Salesforce announced the acquisition of Informatica in an $8 billion deal. In the official statement, Marc Benioff, Chair and CEO of Salesforce, said: “This combination brings together Salesforce’s Einstein and Informatica’s CLAIRE AI engines to forge the ultimate AI-data platform,...
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Banking Achieve Seamless nCino Book-to-Core Integration with MuleSoft
When dealing with as many different technology systems as banks do, integration is the only way to guarantee that data is unified across the organization. Platforms like nCino enable faster onboarding, loan origination, and deposit account opening, but to fully deliver, they must seamlessly connect...
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Data and Integrations Data Strategy in a Post-Cookies World: An Unexpected Turn
In 2021, we wrote about Google’s plans to phase out third-party cookies by 2022. However, the landscape has dramatically shifted since then. In a surprising turn of events, Google announced this week that it no longer plans to eliminate third-party tracking cookies from its Chrome web...
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Banking Understanding Salesforce Data Cleansing and Governance
In today’s rapidly evolving financial landscape, data is the lifeblood that fuels decision-making, drives innovation, and fosters customer trust. Financial institutions, ranging from banks and credit unions to insurance companies and investment firms, are entrusted with vast amounts of...
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Salesforce Platform 7 Salesforce Data Cloud Best Practices
Let’s pretend we’re a contestant on Jeopardy!, and the answer is: This software company was Data Cloud customer zero, giving it access to 1.2 billion customer records. The question: What is Salesforce? Before becoming the fastest-growing home-grown product in Salesforce history, Data Cloud was...
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Financial Services Implementation Success: LPL’s Managed Package for ClientWorks Integration
One of the United States’ top 30 credit unions was going through a merger where the wealth teams were required to come together and operate as one team. This meant the credit union had to move all its wealth advisors to one system – LPL ClientWorks. There was just one problem. The LPL standalone...
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Salesforce Silverline Announces Salesforce Data Cloud Implementation Packages to Drive Business Success
Silverline, a leading consulting and professional services firm specializing in Salesforce solutions, is excited to announce a comprehensive suite of Salesforce Data Cloud implementation packages designed to empower companies in leveraging the full potential of their data assets. These packages...
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Banking How Financial Institutions Can Leverage Salesforce CRM Analytics
A Salesforce survey of senior financial services executives asked how their advisors use customer data to inform their interactions. The report showed that 54% of executives reported data is used only to personalize customer interactions, and only 30% indicated that advisors used the data to...
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Salesforce Platform Einstein GPT Empowers Enterprises with Trusted Generative AI
Trust and generative AI are often met with a skeptical reaction. Trust is lacking, and new Salesforce research found that 73% of employees believe generative AI introduces new security risks, and nearly 60% of those who plan to use the technology don’t know how to keep data secure. AI Cloud is...
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Salesforce Platform Why Salesforce Data Stewardship is a Team Effort
“Our Salesforce has bad data, it’s unreliable.” That’s not something any leader wants to hear after a company invests into the platform, but it’s easy to get into a “this is just the way it is” mindset. Don’t let that happen. The data in Salesforce is a combination of many factors. In many orgs,...
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Financial Services 5 Steps of a Successful Product Analytics Strategy
Have you tried Burbn? No, we’re not offering you a cocktail. We’re referring to the first prototype of Instagram. It was a web app called Burbn, and the name was inspired by the founder’s love of whiskeys and bourbons. Burbn evolved into one of the hottest apps, and when Instagram...
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Salesforce Platform Intro to Salesforce DevSecOps: What You Need to Know
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...
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