Berkadia reached out to Simplus for implementing Sales Cloud. Berkadia wanted something that would encourage collaboration across its distributed workforce.
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Financial Services Page 1
Integrating and migrating data in Salesforce for financial services
FHLBanks Office of Finance reached out to Simplus for help moving prior processes and models into a new system of Sales Cloud
3 ways Salesforce complies with industry regulations in financial services
Using Shield, Einstein, and the automation of Salesforce, financial services organizations can protect themselves from penalties, fines, and high costs.