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Wealth What to Consider When Customizing Salesforce Activity Components
Logging interactions and activities with customers and prospects is one of the key concerns we see from financial institutions. They want to know each touchpoint on the customer’s journey and ensure that the appropriate...
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Capital Markets The Impact of AI in Capital Markets and Asset Management
Everywhere 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...
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Wealth Should You Enforce Financial Services Cloud Households?
Salesforce Financial Services Cloud provides functionalities to create groups of relationships so that you have the flexibility to organize your customers in ways that are meaningful to you. In the householding model, a...
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Wealth How to Automate the Wealth Management Questionnaire for Prospects
According to the Salesforce Connected Financial Services Report, over a third of customers switched their wealth managers in the last year, with the top reason for switching being a desire for a better digital experience....
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Financial Services How Plaid Helps Customers Securely Connect Financial Accounts
According to Plaid’s third annual Fintech Effect report, consumers rank convenience (54%) and security (38%) as the top factors impacting their decision to adopt a new fintech app. Consumers feel more secure when a...
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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...
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Asset Management Marketing Technology Trends for Asset Management
As the markets have become increasingly volatile over the last few quarters, many asset managers are left wondering what to do with their marketing strategies. There’s a battle brewing between the old and the new, and...
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