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Financial Services Redefining Contact Center Operations for a Remote Workforce
Remote work isn’t going away. According to Gallup, 51% of U.S. employees were working remotely as of May 2021, and 35% of them intended to stay remote in the future. Many contact centers had some type of work-from-home...
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Banking How 4 Banking and Lending Companies Use nCino with Salesforce Financial Services Cloud
Banking and lending is a complicated business. Teams have to juggle multiple systems to manage customer service, loan origination, email marketing, and more. nCino brings all of your legacy processes and procedures together...
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Financial Services Salesforce Outlook Integration: Things to Consider
Odds are that if you use both Microsoft Outlook and Salesforce, some of your task management processes are being duplicated. You may find yourself saying “There’s got to be a better way!” And you’d be right. It’s just a matter...
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