As a trusted partner for banks, insurers, and wealth management firms, Simplus is committed to delivering industry-specific data and AI solutions built on the Salesforce platform. At Dreamforce 2025, the message to the...
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Industry - Financial Services
Winter 26’ is coming—here’s what you need to know in financial services
The Salesforce Winter ’26 Release delivers major improvements for the financial services industry, with a focus on AI-driven automation, regulatory-ready workflows, and user efficiency. These updates came just ahead...
The finance leader’s sleepless week—and how Revenue Cloud Advanced changes the story
We’ve spent a lot of time talking about the innovations behind Revenue Cloud Advanced and the connected insights, AI-supported pricing features, automated quote-to-cash workflows, and strategic guardrails that protect...
The real deal-breaking difference between AI and Agentic AI for banking
For years, banking and finance leaders were told that AI would be the silver bullet. It would help them cut fraud, streamline complicated compliance guidelines, and deliver hyper-personalized customer service. ...
Three unforgettable industry-tailored Dreamforce happy hours with Simplus
At Simplus, we know that the best connections are often forged in moments of genuine, relaxed conversation—especially after a full day of inspiration and innovation at Dreamforce. That’s why this year, we’re hosting...
The state of personal finance and how Agentic AI can alleviate concerns
What’s new for financial services in the Summer ‘25 release
Salesforce’s Summer ’25 release brings headlining updates to Agentforce, specifically tailored for financial services organizations. These enhancements empower institutions to deliver personalized, efficient, and...
A 2025 midway pulse check on financial services
As we approach Dreamforce 2025, the financial services industry is undergoing a profound transformation, driven by advancements in artificial intelligence (AI) and data strategy. These innovations are reshaping how...
Challenges in the finance industry? Meet Data Cloud and Agentforce AI solutions
Real-time account balance information, telecheck deposits, real-time transaction alerts, and 24/7 chat support? This isn’t your grandparents’ bank. Today’s financial industry provides unprecedented, individualized...