Follow the Money: Tracking Customer Money Flows with Salesforce Data Cloud
In today’s information age, a challenge confronts banks — how to gain a clear, reliable, and accurate view of their
Valerie Weis is a financial services expert with nearly 20 years of industry experience spanning retail banking, business banking, wealth and asset management, and advanced solutions like Salesforce and nCino. As the Financial Services Industry Lead at Atrium, Valerie is instrumental in driving innovation within banking and wealth management, leveraging her deep industry knowledge to enhance client experiences and empower businesses with strategic tools. She is also a member of Salesforce’s Partner Advisory Board for Financial Services, where she helps shape the future of financial technology.
In today’s information age, a challenge confronts banks — how to gain a clear, reliable, and accurate view of their
In today’s rapidly evolving financial landscape, outdated methods for identifying primary clients cost banks revenue and growth potential. Competitors who
In the banking industry, data has emerged as a central pillar of modern operations. Data spans decision-making, enhancing customer experiences,
Imagine a digital landscape where bank branches stand eerily quiet, their once bustling interiors now vacant. For many banks today,
AI and data analytics have become indispensable tools for banks that seek to thrive now and in the future. The
In today’s data-driven world, organizations have access to massive amounts of data that can provide valuable insights and drive informed
Should you have a separate Salesforce org for wealth management or should you integrate it into your financial institution’s overall
Maintaining strong customer relationships is paramount, but meeting evolving and complex customer expectations has become increasingly challenging. In today’s landscape,
Customers are undeniably the lifeblood of any financial services provider, serving as the driving force behind their success. Historically, the
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