Health emergencies like the COVID-19 pandemic, associated economic and cultural disruptions, wage and labor trend dynamics, are all creating the need for better wealth management strategies for the average individual.
Adoption of new digital technologies is sure to play a critical role in responding to change and driving growth for the asset and wealth management industry. Let’s take a look at how to deal with technology adoption challenges.
Salesforce Lightning is the next-gen CRM of Salesforce that promises to deliver a re-imagined experience to users. Here are a few steps to follow to successfully complete the migration from Salesforce Classic to Lightning.
In today’s world that is driven by digital interactions, wealth managers are looking for ways to create engaging and rewarding experiences with their clients and stay ahead of their expectations. Here are a few areas where technology can help them in building strong investor relationships.
While Salesforce is a modern, all-encompassing, and comprehensive cloud solution that helps optimize every stage of the sales funnel, putting in some extra effort can help in maximizing the returns from your Salesforce investment. Here are some practical tips to achieve that.
The future of FinTech is AI. As data becomes the new fuel, AI allows financial organizations to improve business decision-making by crunching huge, varied, and complex data sets. Here is a look at how AI can help FinTechs enhance efficiency and productivity while increasing customer satisfaction.
While online commerce has been one of the most prolific digital trends that have gripped retail, it is not enough for retailers to succeed in the digital era. Let’s explore the host of digital innovations that could help retailers digitally transform themselves and create a competitive advantage.
“Salesforce.com has come of age.” No matter what statistic you look at, this statement remains true. There are almost 2 billion transactions conducted daily on the platform and the ecosystem boasts over 1.6 million developers.
It’s just a matter of time before mobile payment gains traction with all brick and mortar stores; and mobile payment options see mainstream adoption. This adoption will be driven by demand from the consumers.