Financial Institutions Archives

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,…

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…

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…

Start Estate Planning Now: Steps for Efficient Estate Planning

Estate planning provides crucial benefits, such as organization, clarity and peace of mind, to you and your family. Going through the estate planning process…

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…

Strategies for your Social Security Planning

When we discussed eligibility for social security in our previous article, Social Security 101: Back to the Basics, we mentioned that individuals can qualify…

Enterprise Bank Powers Services to Foster Prosperous Communities with Microsoft Dynamics 365 CRM and Sikich

Enterprise Bank decided it was time to replace an older customer relationship management (CRM) system for financial institutions. Because it needed a more powerful…

U.S. Treasury Series I Bonds – Updated Rate at 9.6% Effective May 2022

Article updated April 2022 Fixed income plays a vitally important role in investor portfolios, the main purpose being to diversify and be a shock-absorber…

Transform FinTech with Salesforce by Focusing on Its Most Important Relationships

Learn how to use Salesforce more efficiently at your FinTech company….

Summer of Spending

Summer is in full swing. With an increase in activities, our spending rises as well. This supports economic stimulation – which is beneficial –…

Press Reset and Prepare for Stability: Personal Finance Strategies You Can Implement Today Recording

Click below to watch. https://youtu.be/FXJhs53zIGA Investment advisory services offered through Sikich Financial, an SEC Registered Investment Advisor. Securities offered through Triad Advisors, Member FINRA…

Vista Wealth Management Salesforce Case Study

Vista Wealth Management Salesforce Case Study A successful CRM migration delivers unified technology environment and extra business value Vista Wealth Management runs it business…

Keystone Insurers Salesforce Case Study

Keystone Insurers Salesforce Case Study An insurance company wanted to make enhancements to their Salesforce environment. They called on Sikich because of our expertise….

Top Cybersecurity Considerations for Community Banks and Credit Unions

Small community banks and credit unions have unique challenges when it comes to cybersecurity. They manage systems and data that are some of the…