by Simplus team | Apr 18, 2023 | Admin, Financial Services, Latest News
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...
by Simplus team | Apr 10, 2023 | Admin, Financial Services, Latest News
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...
by Simplus team | Mar 14, 2023 | Admin, Financial Services, Latest News
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...
by Simplus team | Mar 3, 2023 | Admin, Financial Services, Latest News
https://simplus.com/wp-content/uploads/2023/03/Rob-Petitgout-Better-Services.mp4 Rob Petitgout, Simplus’ Financial Services COE lead, shares his expert insight into how financial services organizations can reach their customers more effectively and retain...
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...