Salesforce

Sikich expands offerings for government clients with acquisition of technology services company Four Leaf LLC

CHICAGO – Oct. 2, 2023 – Sikich announced today the signing of a definitive agreement to acquire the assets of Four Leaf LLC, a…

Financial Services Cloud for Commercial Bankers

Commercial banks and retail bank counterparts both deal with the general public and offer similar products. But where retail banks focus on private individuals,…

Aligning Data Between NetSuite and Salesforce

It is not uncommon for NetSuite and Salesforce users to work with conflicting sets of data. The two operational areas can eventually fall out…

Salesforce Financial Services Cloud for Retail Bankers

Salesforce Financial Services Cloud (FSC) is a client relationship management platform with features and tools for financial services firms, including banks of all sizes…

A Plain Case for Salesforce Integration With NetSuite

Many companies deploy two leading, well-proven cloud solutions to run critical aspects of their business. They use NetSuite as the enterprise resource planning (ERP)…

The Top 3 Technology Topics on the Minds of Wealth Managers in 2023

Our team of technology experts are constantly communicating with financial services professionals, including wealth and asset managers. While every firm has its own specific…

Financial Services Cloud for Banks

Financial Services Cloud (FSC) is a Salesforce client relationship management (CRM) platform designed to meet the needs and challenges of the financial services industry,…

Salesforce Sales Cloud for Wealth and Asset Management Firms

Based on our years of experience working with wealth and asset management firms, we believe that the majority can benefit from using Salesforce’s Financial…

How Can Wealth Management Organizations Optimize AI Using Salesforce Financial Services Cloud?

In 2023, there’s no getting away from the topic of artificial intelligence (AI) technologies. Our clients from wealth management organizations and other types of…

Top Five Ways Financial Services Cloud Helps Banks Deliver More Personalized Service

For most people, terms like “automate” and “streamline” conjure images of robot-powered assembly lines and customer service workers more concerned with turnaround time than…

How Integrating Outside Technologies With Salesforce Financial Service Cloud Can Help Your Company Optimize Them All

When it comes to technology, the most important things wealth management advisors consider is asset allocation, rebalancing, reporting analytics, and record retention. So, in…

Salesforce Summer Release ’23

Salesforce has three releases a year and the next one is the Summer ’23 release. With release weekends 5/19, 6/2, and 6/9, changes will…

Salesforce Reporting for Insurance Organizations

Reporting can mean a lot of different things to different people, so let’s dive into the nitty-gritty of reporting using Salesforce. First, let’s talk…

How to Optimize Leads Using Salesforce Financial Services Cloud

In its most simple definition, a lead is a person who is interested in your product or service. Companies may describe leads by different…

The Top 3 Reasons We Don’t Build Financial Services Cloud Data Models on Sales Cloud

As the adage goes, “the customer is always right.” However, we wouldn’t be fulfilling our mission of providing the best customer service possible if…

From Yesterday to Tomorrow: Efficient, Results-driven Insurance Technology Modernization

Insurance companies are committed to serving customers with the best service levels and engagement experiences possible. They’re also looking to empower their employees to…

The Top 5 Ways Financial Services Cloud Integrates with Insurance Industry Financial Systems to Improve Efficiency and Save You Money

Financial Services Cloud is a tool designed by Salesforce to help financial industry firms automate processes, speed up workflow, and improve communication and customer…

Salesforce

Sikich expands offerings for government clients with acquisition of technology services company Four Leaf LLC

Financial Services Cloud for Commercial Bankers

Aligning Data Between NetSuite and Salesforce

Salesforce Financial Services Cloud for Retail Bankers

A Plain Case for Salesforce Integration With NetSuite

The Top 3 Technology Topics on the Minds of Wealth Managers in 2023

Financial Services Cloud for Banks

Salesforce Sales Cloud for Wealth and Asset Management Firms

How Can Wealth Management Organizations Optimize AI Using Salesforce Financial Services Cloud?

Top Five Ways Financial Services Cloud Helps Banks Deliver More Personalized Service

How Integrating Outside Technologies With Salesforce Financial Service Cloud Can Help Your Company Optimize Them All

Salesforce Summer Release ’23

Salesforce Reporting for Insurance Organizations

How to Optimize Leads Using Salesforce Financial Services Cloud

The Top 3 Reasons We Don’t Build Financial Services Cloud Data Models on Sales Cloud

From Yesterday to Tomorrow: Efficient, Results-driven Insurance Technology Modernization

The Top 5 Ways Financial Services Cloud Integrates with Insurance Industry Financial Systems to Improve Efficiency and Save You Money

The Top 3 Reasons to Choose Salesforce Financial Services Cloud Over Sales Cloud

Financial Services Cloud 101 for Insurance Companies

Unlocking the Full Potential of Salesforce: Top 10 Reasons Why Your Business Needs a Consulting Partner