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Insurance Digital Transformation in Insurance Quote to Issue
Now, more than ever before, prospective clients have higher expectations of Insurers. In many cases, especially in direct-to-client distribution models, the first meaningful interaction between the applicant and carrier is a quote. So that quote needs to provide more than just numbers, it needs to...
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Banking Unlocking the Potential of a Bank’s Digital Front Door
The key to a bank’s success may be rooted in its ability to deliver positive experiences to its customers. According to McKinsey, more than 70% of senior banking executives rank customer experience as a top priority over the coming years. Companies that effectively organize and manage customer...
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Salesforce Platform Managed Services: What Happens After Go-Live
We’re continuing our coverage of common myths about managed services and providing you with all the info you need to take the next step to Salesforce success. Last time we learned that managed services is more than staff augmentation. It’s innovative solutions and scalable, ongoing support tailored...
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Salesforce Platform Managed Services: Going Beyond Staff Augmentation
Still thinking about managed services after our last post? You’re in luck! We know your full-time job consumes enough of your day, let alone trying to stay up to date with all of the requests coming from users, or staying on top of all the latest and greatest capabilities and improvements. You want...
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Salesforce Platform Using Asynchronous Apex Automations To Bypass CPU Time Limits
Apex is great for building out complex automations that would be difficult or impossible to do with declarative automations such as Flows or Process Builders. Among these are complex asynchronous automations including Queueable, Batch, and Schedulable Apex. Using asynchronous automations is...
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Salesforce Platform Managed Services: What Is It and Why Do You Want It?
With adaptive technology and personalized solutions becoming the norm across all manner of businesses, it’s important to stay ahead of trends. As a platform, Salesforce is continually evolving — but your business only reaps the benefits if it can keep up with innovations to the platform. As your...
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Media & Entertainment Salesforce and Gaming: A Powerful Team-Up
U.S. consumer spending on video game products totalled $56.6 billion in 2022 with no signs of slowing down. The uptick can be attributed to AI and virtual reality gaming innovations, as well as media companies like Netflix expanding into the gaming industry. Perhaps one of the most significant...
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Media & Entertainment Transforming a4’s Ad Sales Budgeting Process
A4, a division of Altice News & Advertising, provides audience-based, multiscreen advertising solutions to local, regional, and national businesses and advertising clients. a4’s coverage offers over 80 million authenticated U.S. household IP addresses and 15 million households with...
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Banking 6 Tips to Survive Slowing Loan Growth with Marketing Cloud
Look at how someone is caring for their house plants, and you’ll soon know if they’re a green thumb growing a blossoming lily or if that once leafy fern is in its dying days. Like a house plant, your banking and lending customers must be cultivated to flourish. Especially now with loan growth...
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Media & Entertainment How Salesforce Streamlines Production Operations
M&M’s (WARNING: ABSOLUTELY NO BROWN ONES) That detail was part of the concert rider for Van Halen’s 1982 world tour. The request to remove all the brown M&Ms seems ridiculous and is just one more story about the legendary demands made by celebrities. But lead singer David Lee Roth later...
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Insurance Top Insurance Highlights from the Salesforce Spring ’23 Release
The Salesforce Financial Services Cloud Spring ’23 release is coming out in a few weeks. We’re excited to see that many of the new capabilities offer solutions for the technology goals that insurance companies are looking to achieve, including: Digitizing the recruiting and interview process to...
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Asset Management How Digital Process Automation is Driving Asset Management Success
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...
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