by Simplus team | Nov 14, 2024 | Admin, Data Integration, Financial Services, Latest News
Calling all financial services enthusiasts! The Salesforce Winter ’25 release is here, and it’s packed with exciting updates tailored to banking, wealth management, insurance, and more—with a particular focus on the exciting ways Einstein and AI will scale...
by Simplus team | Aug 1, 2024 | Admin, Advisory Services, Financial Services, Latest News
While many businesses believe their IT department can handle CRM transformations, there are better choices than this. Relying solely on an internal IT team can present several challenges. Despite undergoing digital transformation, studies show that around 70 percent...
by Simplus team | May 2, 2024 | Admin, Data Integration, Financial Services, Latest News
Sixty-one percent of Americans believe AI could threaten civilization. However, 81 percent of customers prefer companies that offer a personalized experience, and 70 percent say a customized experience in which the employee knows who they are and their history (past...
by Simplus team | 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...
