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Banking How Financial Institutions Can Leverage Salesforce CRM Analytics
A Salesforce survey of senior financial services executives asked how their advisors use customer data to inform their interactions. The report showed that 54% of executives reported data is used only to personalize customer...
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Financial Services 5 Steps of a Successful Product Analytics Strategy
Have you tried Burbn? No, we’re not offering you a cocktail. We’re referring to the first prototype of Instagram. It was a web app called Burbn, and the name was inspired by the founder’s love of whiskeys and...
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Banking Grow Your Portfolio with Salesforce for Mortgage Lending
With rising rates and declining origination volumes top of mind for many mortgage lenders, we could all use a magic bullet to make 2022 a successful year. It may not be magic, but utilizing technology with the data you already...
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