March 2, 2022
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.
January 4, 2022
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.
January 2, 2022
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.
November 24, 2021
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.
October 5, 2021
Let’s look at some amazing features in Salesforce’s Winter ’22 release that companies can leverage to engage with their customers and grow business.
April 4, 2021
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.
February 10, 2021
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.
January 2, 2021
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.
October 25, 2017
Use the right tool to migrate from Salesforce Classic to Lightning and leverage all the benefits the Lightning platform has to offer, including productivity gains of nearly 41%.
February 21, 2017
Today, a call center deals with a lot more complexity while handling customer service issues. Businesses are adopting and reinventing the ‘Art of Customer Service’ with advanced AI.
January 12, 2017
“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.
October 13, 2016
Quick Service Restaurants (QSRs) are now turning to technology to see how they can reduce their labor costs, cut down on long customer wait time, and help improve their bottomline numbers.
September 12, 2016
Employees have embraced the use of a smartphone for just about everything they do in their day to day life. Don’t lose out on the ultimate workplace productivity tool – your employees’ smartphones.
February 3, 2016
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.