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Data and Integrations Data Strategy in a Post-Cookies World: An Unexpected Turn
In 2021, we wrote about Google’s plans to phase out third-party cookies by 2022. However, the landscape has dramatically shifted since then. In a surprising turn of events, Google announced this week that it no longer...

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Banking Understanding Salesforce Data Cleansing and Governance
In today’s rapidly evolving financial landscape, data is the lifeblood that fuels decision-making, drives innovation, and fosters customer trust. Financial institutions, ranging from banks and credit unions to insurance...

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Salesforce Platform Why Salesforce Data Stewardship is a Team Effort
“Our Salesforce has bad data, it’s unreliable.” That’s not something any leader wants to hear after a company invests into the platform, but it’s easy to get into a “this is just the way it is” mindset. Don’t let that happen. ...

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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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Data and Integrations A Beginner’s Guide to Salesforce MDM
One of the most common questions that we get asked is what is MDM, and how does it fit in the Salesforce world? MDM stands for Master Data Management. To put it simply, it means creating a single source of truth, or one master...

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Financial Services 3 Key Skills Your Team Needs to Navigate the Future of Data
You’ve seen how data storytelling helps companies deepen customer relationships and started to establish a data storytelling foundation for your organization, but how do you build a team that can effectively execute your data...

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Financial Services How Salesforce Turns Data into Compelling Customer Stories
In the first part of our Future of Data series, we looked at the ways organizations like Spotify and Robinhood are benefiting from data storytelling initiatives, deepening their relationships with customers while driving brand...

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Financial Services Why Data Storytelling is Shaping the Future of Financial Services
The way financial services firms have traditionally targeted and sold to their customers looks… pretty similar to today. After decades of email introductions, we have so much more technology available to help us target better,...

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Financial Services How to Streamline Your Client Interaction Management
One of the key benefits of CRM is the ability to track all of your interactions with clients in one place. This benefit becomes more of a necessity than just a “nice to have” when you’re required to provide the proof of...

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Data and Integrations 8 Signs You Need a New Data and Integration Strategy
A data and integration project is only as successful as the strategy put into place before the project kick-off. Here are 8 signs you may need a new data and integration strategy for your current or future projects.

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Data and Integrations Data Technology and Strategy: Key Ingredients for Robust Solutions
Business users often misclassify integration and data requirements as a supporting mechanism for broader digital transformation goals. Businesses with the drive to innovate should understand these initiatives are more than just...

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