The enterprise financial services sector has undergone significant changes in 2024, spurred by a surge in digital transformation efforts. The drive to modernize systems, enhance customer experiences, and streamline...
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Industry - Financial Services
Financial services’ deep dive into Salesforce Winter ‘25 release
Calling all financial services enthusiasts! The Salesforce Winter '25 release is here, and it’s packed with exciting updates tailored to banking, wealth management, insurance, and more—with a particular focus on the...
Revenue deep dive into Salesforce Winter ‘25 release
As we dive into the latest updates from the Winter '25 release, there's a lot to be excited about, especially if you're working in the revenue space. This release introduces features that streamline processes, enhance...
Quiz: How Does Your Managed Services Measure Up?
How AI supplements (not replaces) human insurance agents for personalized experiences
Customers expect quick, seamless interactions with their insurance provider for routine requests like price quotes, bundling options, and general coverage information. But what about when the unexpected happens? When...
Cybersecurity concerns? Strategic Managed Services offers peace of mind for financial services
At this very moment, someone is getting cyberattacked. Studies show over 2,200 attacks occur daily, equating to one attack every 39 seconds. With that degree of vulnerability, it’s no wonder cybersecurity is a common...
Salesforce optimization: Enhancing CX and compliance in finance
Is the financial services industry betting on digital transformation to deliver personalized CX, convenience, and cost savings without compromising security and trust? Around 77 percent of financial services...
8 stats about Americans’ personal finance habits and concerns
