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.
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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 »
Advent Software is the maker of highly successful products in the and financial services domain. They also used to have a CRM platform named Qube, which they discontinued in 2011. Since then, most Qube users have migrated to other CRM platforms. However, there are still some who are yet to choose a new CRM solution. If you’re one of those users, this post gives you an overview of what is involved in a migration from Qube to Salesforce. Read more »