Salesforce Financial Services Cloud is Built on the Lightning platform that was unveiled last year. It’s a complete overhaul of the user experience, making Salesforce faster, lighter, and easier to use. This means that if you’ve been been using Salesforce Classic, and are planning a move to Financial Services Cloud, you need to migrate to the new Lightning platform. If you’re a new Salesforce customer, you’ll need to perform an implementation at the start. In this post, we give you an overview of what the migration and implementation involves. Read more »
In the previous post, we looked at data that showed what investors want from their advisors – a collaborative relationship, and modern tools that enhance this relationship. We also saw that Salesforce Financial Services Cloud is positioned to fulfill these needs. Today, let’s dive deeper to understand what Salesforce Financial Services Cloud is, and what difference it can make to your wealth management firm.
Read more »
Salesforce aims to reinvent the way business happens in the financial world with their newest platform, Salesforce Financial Services Cloud. In this post we look at the reasons why you should consider adopting Salesforce Financial Services Cloud if you’re a wealth management company. Read more »
The first time your Sales Rep calls or email a prospect, they are forming impressions about your company based on the interaction. This is why the first interaction is so important. In Sales, the process of lead routing is essential to ensure a positive first interaction with your prospects. In this post, we look at how one of our customers migrated from Velocify to Salesforce to better manage their lead routing.
LendingTree brings together lenders and borrowers in a single platform making it easy to compare and find the best home mortgage, refinance, auto loan, or credit card. If you’re a mortgage lender, you likely use LendingTree as a vital source of leads. If you’ve been in the business for a few years, you most likely use a CRM tool to manage leads, communicate with prospects, and monitor your entire pipeline. If you use both these platforms, you could greatly benefit from integrating them. In this post, we discuss why you should integrate LendingTree and Salesforce. Read more »
Zillow real estate platform that connects consumers with agents. They cover the entire lifecycle of owning, maintaining, and selling a home. If you’re a real estate broker or agent that uses Zillow to gather data on properties, and Salesforce to manage your list of clients, you’ll find it very useful to integrate both these platforms. Read more »
Business intelligence (BI) is an extremely important function for any mortgage company. With the advancement in technology today, having just a loan origination software (LOS) isn’t enough. Mortgage companies need a BI tool that specializes in analyzing loan data if they are to maintain their competitive edge. This is what Motivity brings to the table – a BI platform exclusively for the mortgage industry. In this post we discuss why mortgage companies should integrate Motivity & Salesforce CRM. Read more »
Black Diamond, from Advent Software, is a portfolio management platform for wealth managers. Being a cloud-based app, it provides ease of use, and yet, is feature-packed. In this post, we discuss the importance of integrating Black Diamond with Salesforce. Read more »
PCLender provides solutions for mortgage companies and is well-known for their loan origination software (LOS). In this post, we discuss the integration of PCLender LOS and Salesforce, which the most widely-used CRM solution. Read more »
Roostify is a startup that’s changing the way loans are processed. Mortgage companies lose customers if their loan closing process is inefficient. Roostify aims to transform this important phase of the loan lifecycle with automation, and improved accountability. In this post, we discuss the benefits of integrating Roostify with Salesforce. Read more »