by Simplus team | Jan 20, 2023 | Change Management
Sequoia Financial Group, a wealth management advisory firm and a Salesforce customer, had recently acquired a fast-growing company that was using another technology platform to house all of its data. Sequoia attempted to move this data into its own Salesforce...
by Rob Petitgout | Dec 5, 2022 | Admin, Financial Services, Latest News
Unlocking a unified customer experience for tech-savvy generations, the disruptive rise of fintech brands, ongoing cybersecurity or regulatory compliance concerns—and that’s just to name a few. Financial services organizations have a lot to bear in mind as they make...
by Jayneel Patel | Oct 31, 2022 | Managed Services, Manufacturing, Marketing Cloud
Siloed processes, shadowy messaging that turns potential customers away, wasted time–these all contribute to a disastrous bottom line. How long must you be haunted by these dark, unproductive spaces? It’s as if you’re stuck in a Zombie Land–mindlessly following legacy...
by Rob Petitgout | Oct 17, 2022 | Admin, Financial Services, Latest News
Ah, insurance. A common necessity that few consumers genuinely love but put up with. The claims process in health, motor, home, and many other subsets of coverage is frequently something consumers avoid dealing with at all costs. But when they must, they make it known...
by Simplus team | Sep 29, 2022 | Admin, Financial Services, Latest News
It’s now or never for banking: embrace a digital future or slowly fade into memory. That was the overarching takeaway from this full-house speaking session at Dreamforce 2022, with leaders from Citizens Bank and Old National Bank sharing their digital transformation...
