One thing that every financial service customer would want to say to their provider is that they prefer this new way of tracking everything online. So, we can’t expect them to return to their pre-pandemic habits. After all, the ease of managing and tracking their finances online is unmatched. In these circumstances, it is essential …
by Kriti Sharma 
The financial services industry is definitely one of those sectors where the players have been facing a lot of difficulties in maintaining pace with the growing customer demands and expectations. Especially when it comes to wealth management, traditional strategies are continuously going in vain, thus making digitization essential. The existing challenges of wealth management faced …
by Kriti Sharma 
These are the times of digital transformation and the insurance industry is surely in catch-up mode. New competition from insurers can be a wake-up call that your insurance business needs to focus on serving customers virtually too. Even if you aren’t updated with the technology yet, there are still many options to consider that could …
by Kriti Sharma 
Professionals from growth-minded industries know that consumers also expect seamless transactions on whichever channel they’re using. Whether you are in wealth management, insurance, or retail banking, financial institutions always need seamless data access, and that’s something digital process automation can help with. Financial services nowadays need to enable workflow orchestration right in their CRM using …
by Kriti Sharma 
Web-enabled machines, self-driving cars, drones that capture data- these are only a few innovations that have been changing the way people are working and taking insurance. All these technologies are helping insurance companies to bring in new customers using insurance technology trends that could keep customers happy. But what about legacy insurance firms? How can …
by Kriti Sharma 
Just like any other industry, banking these days faces an urgent need to reimagine itself and work on achieving new opportunities for growth. The need is to deepen customer relationships and give ample attention to customer profitability. Thus, the focus would be on improving customer experience in banking with Salesforce implementation. Salesforce helps banks to …
by Kriti Sharma 
The demand for private equity organizations for asset management has increased a lot over the years. There is a massive increase of assets to be managed and operation transformation with new emerging business models in the industry. And to manage the complex operations for asset management, there are many capabilities for private equity in Salesforce, …
by Kriti Sharma 
Many companies falsely believe that accounting is not related to customer services and business growth, making the mistake of improvising the accounting section. However, the truth is that it is as important as other operations of the company. Many firms have been using Salesforce to manage different aspects of the business. It’s time to bring …
by Kriti Sharma 
Financial institutions always work on improving customer service, so they strive for improvements in work efficiency. The most important feature they need here is process automation, and that’s where Salesforce offers them great help. Not just the basic documentation, but core operations like loan processing and KYC automation can all be handled through Salesforce. It …
by Kriti Sharma 
