The Salesforce AI Capabilities Reshaping Financial Services Interactions
Our key Financial Services takeaways from Dreamforce 2026, including Agentforce Operations and AI-powered FSC capabilities.
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Insurance The Smarter Approach for Recruiting Insurance Agents and Faster Onboarding
We cannot yet know the long-term implications of the COVID-19 pandemic. The outbreak has presented major challenges to all kinds of financial service businesses as they rush to shift strategies and tactics in response to changing customer needs. For insurance carriers, likely effects of the...
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Provider How Retail is Impacting the Healthcare Patient Experience
Now more than ever, healthcare providers must make the foundation of their patient lifecycle management systems a best-in-class patient experience. Patients continue to become savvier regarding how they spend their healthcare dollars — their choices on providers, facilities, and caregivers are...
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Banking How Banks Can Benefit from Automated Treasury Management
Treasury management is often the unsung hero of a financial institution. It does so much behind the scenes to make a bank run efficiently and effectively, yet it usually doesn’t get the same spotlight as other products and services targeted at businesses. But for all its importance in...
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CalendarAnything CalendarAnything Transforms a Manufacturer’s Dealer Network
Lacking a central tool for an extensive dealer network A wholesale manufacturer of parts for the home storage industry distributes through three distribution channels: retail, direct-to-consumer, and dealers. It had different dealers using different tools with no central tool that allowed them to...
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Banking Driving More Value from Five Star Bank’s FSC Platform
Financial Institutions, Inc. (Nasdaq: FISI) is an innovative financial holding company with approximately $5.8 billion in assets offering banking, insurance, and wealth management products and services through a network of subsidiaries. Its Five Star Bank subsidiary provides consumer and commercial...
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Provider The Traditional vs. Modern Healthcare Marketer: 6 Key Differences
The role of a traditional marketer within a healthcare organization and today’s modern digital healthcare marketer differ significantly due to the rapid advancement of technology and changing consumer behavior. If you’re part of a healthcare team tasked with driving organizational change...
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Banking 4 Ways AI is Impacting the Banking and Lending Industry
Remember when AI was just something we saw in sci-fi movies? Now you can’t go an hour without stumbling across some mention of the latest innovation in AI. From ChatGPT to AI photo editing for social media profiles to Google Bard, the AI space has become saturated with products and services. The AI...
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Data Cloud Salesforce Data Cloud: 7 Frequently Asked Questions
According to the MuleSoft 2023 Connectivity Benchmark Report, more than two-thirds (69%) of organizations say they’re ahead of anticipated progress on their digital transformation projects. Yet IT teams continue to face several technology and process challenges that are preventing progress. At the...
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Banking Growing Community Banks and Credit Unions with Salesforce
The economy is in a state of constant fluctuations. The Federal Reserve is raising interest rates, which are driving inflation down. The Consumer Price Index (CPI) is declining to 6% year-over-year, which may not seem like great news, but it peaked at 9.2% around June of last year. Add in that the...
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Insurance How to Improve the Customer Experience in Insurance
Growing a base of satisfied and engaged policyholders will pay significant dividends for any carrier, agency, or brokerage. A great customer experience isn’t just a nice-to-have anymore – your customers demand it. The average customer spends 67% more in the 31st-36th months of their...
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Provider Mitigating Referral Leakage with Provider Referral Patterning
According to an industry report, 78% of healthcare services and delivery leaders say the COVID-19 pandemic, and its transition to an endemic, has made controlling patient leakage a higher priority. The continuing lag in recovery and recuperation to reach normalized pre-pandemic new patient volumes...
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CalendarAnything Sync Outlook Calendar with Salesforce Using CalendarAnything
It was Dolly Parton who said, “Don’t get so busy making a living that you forget to make a life.” But the reality is we’re all super busy, and finding that balance between work and life can be hard to achieve. From the moment the alarm goes off in the morning to lights out at […]
