The financial services industry in 2025 is undergoing a decisive transformation—one shaped by intelligent automation, agentic AI, and rapidly evolving expectations for trust, personalization, and operational excellence. Banks, insurers, wealth managers, and fintechs...
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 financial-services industry was clear:...
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 of Dreamforce 2025, giving financial institutions...
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 profitability. On paper, these capabilities sound...
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. Trillions of dollars have poured into AI projects....
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 not one, not two, but three curated happy hours,...
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 compliant experiences across collections, banking,...
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 institutions operate, engage with customers, and...