This U.S. Community Bank (“The Bank”) is a financial institution serving more than 100 communities. They are continually investing in digital tools and services to meet shifting...
Read moreEverywhere you turn these days, AI and machine learning are top of mind for firms looking to leverage technology to get ahead. While many industries are taking great strides to profit from the AI buzz by applying these...
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...
A bank’s relationship manager (RM) plays a pivotal role in helping its business customers reach their financial goals. However, according to interviews that McKinsey conducted with executives at more than 15 banks, a majority...
Retail media is rapidly growing and GroupM, the world’s biggest media buyer, forecasts that advertising revenue from retail media channels will reach $160 billion by 2027. Retailers such as Walmart, Target, and Amazon are...
According to 2,500 global marketing decision-makers surveyed in the Salesforce Marketing Intelligence Report, the top desired improvement they want in the customer experience over the next year is more personalized content and...
In one corner, you have Team Marketing Cloud Account Engagement, a B2B platform, and in the other, you have Team Marketing Cloud, a B2C platform. These two often battle it out for the hearts and minds of Salesforce users...
Today, we experience personalization in many areas of our lives, from customizing furniture fabrics to adding heated seats to a new car. So why shouldn’t your marketing messages also be tailored to customer preferences?...
Recruiting and onboarding new insurance agents can be a challenging process for insurance companies. It requires a careful balance between attracting top talent and ensuring that the agents feel engaged and supported from day...
Encompass is an industry-leading digital mortgage solution that addresses the challenge of fragmented data and inefficient processes within mortgage companies. It streamlines and centralizes data management, allowing mortgage...
We often talk about the Salesforce journey. You start off with a basic version of a product, roll it out, and add on a more advanced version of the product. You expand, scale, and grow your Salesforce ecosystem from a crawl to...
You may have heard Salesforce’s recent announcement about changes to its Financial Services Cloud licenses. Previously, Salesforce offered two licenses: Starter and Growth. That has changed to three new options: Financial...
EHR, PHI, SDOH, HIPPA – the healthcare world is full of acronyms. Maybe because it’s such a fast-paced, constantly changing environment, we need quick letters just to keep up. But acronyms can also lead to some blurring of the...
