by Simplus team | Dec 15, 2025 | Admin, Financial Services, Latest News
The financial services industry in 2025 is undergoing a decisive transformation—one shaped by intelligent automation, agentic AI, and rapidly evolving expectations for trust, personalization, and operational excellence. Banks, insurers, wealth managers, and fintechs...
by Simplus team | Nov 10, 2025 | Admin, Financial Services, Latest News
As a trusted partner for banks, insurers, and wealth management firms, Simplus is committed to delivering industry-specific data and AI solutions built on the Salesforce platform. At Dreamforce 2025, the message to the financial-services industry was clear:...
by Simplus team | Apr 21, 2025 | Admin, Data Integration, Financial Services, Latest News
Real-time account balance information, telecheck deposits, real-time transaction alerts, and 24/7 chat support? This isn’t your grandparents’ bank. Today’s financial industry provides unprecedented, individualized services for the ideal customer experience beyond...
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...
