by Rob Petitgout | Jan 17, 2023 | Financial Services
Here’s a quick question: When was the last time you stood in a line at the bank? For many of us, it’s probably been a long while. According to bankrate.com, over half (65.3 percent) of Americans use online and other digital banking services. And while paper...
by Curtis Williams | Dec 12, 2022 | Financial Services
The purpose of Wealth and Asset Management is being reframed. Investors are looking beyond maximizing financial returns and want their investments to spark and support change. This trend, accelerated by the COVID-19 pandemic and recent social unrest, presents a growth...
by Simplus team | Nov 2, 2022 | Sales Cloud, Service Cloud
The most significant takeaway from Dreamforce 2022 was the launch of Salesforce Genie, a real-time data CRM platform that powers the Salesforce Customer 360 platform. It means companies using Salesforce can deliver seamless, personalized experiences based on changing...
by Cathy Miller and Chance Spiker | Oct 20, 2022 | Admin, Change Management, Latest News
Every company should be looking at how to optimize the Employee Experience (EX) for its workforce. When companies prioritize delivering services and support to employees in well-designed, friction-free ways, employees become more productive and better positioned to...
by Kyle Hanagarne | Sep 7, 2022 | Admin, Latest News
The state of financial operations within most businesses is nowhere near where the company wants it to be. Finance leaders struggle every day to steer their organization through treacherous waters—supply chain problems, inflation, changing customer preferences, and a...