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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Banking Why Your Company Needs a Marketing Cloud Preference Center
In yachting, there is something called a preference sheet. Each guest on luxury yachts lists their likes and dislikes on a sheet before their arrival so that the crew can attend to their every want and need. A financial institution’s preference center could be considered its customers’ preference...
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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 Achieve an Improved Underwriting Process with Salesforce
Changes in the insurance industry have recently resulted in increased efforts to ensure new data points and pricing logic can be leveraged to maximize outcomes. This means that insurance underwriting processes need to catch up. By combining both engagement and transactional capabilities within a...
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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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Banking 3 Ways Banks Can Use Salesforce Marketing Cloud to Grow Deposits
During the pandemic, banks were like the Oprah of loans. Instead of you get a car, it was you get a loan, you get a loan, you get a loan! Loans were going crazy because of the low rates. But now, post-pandemic, the economy has shifted, rates are on their way up, and loan growth […]
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Media & Entertainment How Media Companies Can Start Leveraging a Customer Data Platform
There used to be a time before the internet and mobile phones when people used an address book. It was a physical book organized alphabetically where you would write down names, addresses, and phone numbers. The address book was the go-to place to store your family and friends’ information, but as...
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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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Insurance Insurance Industry Trends 2023: Talent Shortages and Climate Change
In the first part of our look at 2023 insurance trends, we covered how inflation and interest rates are impacting insurance. Now we turn to other trends we are seeing around talent shortages and climate change. We’ll also take a closer look at industry-specific issues, such as insurtech and...
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Media & Entertainment Ensuring Greater Visibility for The MBS Group’s Stage and Studio Scheduling
As the world’s largest studio advisory and production services company, The MBS Group services more than 500 sound stages across North America and Europe and supports more than 450 productions a year. The MBS Group provides studio management, studio design and development, and equipment inventories...
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Insurance Insurers, Are You Using Salesforce to See More ROI on Agents?
It takes a significant amount of time, effort, and resources to secure and onboard an agent before they sell anything. Many carriers have had experiences in which an agent sells one opportunity and then never sells another product. How does a company avoid this loss of ROI? And how can a carrier...
