For financial services, the Salesforce Summer ‘23 Release is an exciting update full of new functionalities and enhancements in the Financial Services Cloud. Complaint management, actionable segmentation, marketing cloud engagement, and enhancements to service process...
Insurance is always on every consumer’s mind, but often not happily: it’s the necessary evil and the nightmarish web of policy intricacies no one seems to understand. Those stereotypes are, however, slowly changing; more consumers are calling out the decades of...
As the globe continues to brace itself and read headline after headline about the year’s eventual plummet into a recession, to say all eyes are on banking and financial institutions is, well, a gross understatement. Consumer patience is running thin, and expectations...
The future’s so bright… not even wearing shades can prevent you from being blinded, at least a little bit. The addressable market predicted to come from the bright and shiny metaverse is expected to be anywhere from $8 to $13 trillion by 2030. These are values so...
2023 has thus far been marked by slow growth for the US economy across all sectors, and the fear of a looming recession continues to haunt business leaders and consumers alike. For healthcare and financial services organizations, the uncertainty is particularly...
In the current climate, financial services organizations have little room for error when it comes to maintaining their customer base. Anxious spenders and uncertain economic conditions often make for hasty decisions, especially when customers feel they can’t truly...
Three years ago the entire globe was thrust into crisis as COVID-19 spread and altered the way we think about and do nearly everything. Financial services, especially so, had to rethink everything from the mental health of its own corporate culture to how to remain a...
If there is any one industry that most needs to prove itself and regain customer trust this year, it’s financial services. Consumers are uncertain and weary of everything, from banking institutions to insurance and wealth management organizations. Financial services...
Rob Petitgout, Simplus' Financial Services COE lead, shares his expert insight into how financial services organizations can reach their...