Financial Services Cloud is the world’s #1 CRM, reimagined for financial services. It is designed to help everyone to seize the opportunity to create meaningful interactions.
Finding customers outside the UK is the key to growth for many UK firms as they look to take advantage of a global marketplace. On average, firms that start exporting grow by a third in just two years.
Digital disruptors outside of the insurance industry have created user expectations of effortless omni-channel experiences.This has disrupted every industry, including insurance.
Introduction: To explore the current attitudes and habits of today’s retail banking customers in both the United Kingdom and United States, Salesforce conducted its “2017 Connected Banking Customer Report.” The research was based on responses from more than 2,000 adults in the U.S., among whom 1,809 currently have a checking or savings account, and over […]
Financial Advisors will play a key role in securing the financial futures and retirement planning of Americans amid the looming retirement crisis...
Financial advisors have a unique opportunity to add value by helping their clients understand the role that it can play in helping to secure their financial futures...
By talking with your clients to better understand their workflow needs and platforms they’re currently using, you can determine which technologies your firm should adopt to facilitate client engagements and enhance customer service.
What is Value-based Pricing? Value-based pricing is a price-setting strategy where prices are set primarily on a consumers’ perceived value of the product or service. It is completely different than the cost-plus pricing; which is a pricing strategy in which costs of production influence the price. Companies that offer unique or highly valuable features or […]
Accounting is a challenging and changing profession. Its continual modernization over recent decades has directly tracked the growth of technology. Our independent research explores accountants attitudes towards this and examines how their clients are changing. What does this report contain? We will learn in the report that nearly every accountant says their clients demand more, […]
As the things stand with fixed asset management: Eighty percent of Fortune 500 firms list fixed assets as the largest line item on their balance sheet. So it is no wonder that Aberdeen finds that 58% of users run a fixed asset management solution to conduct accurate physical inventories, save money on taxes and insurance, […]