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Insurance Brokerage Financial Services Cloud

Insurance Brokerage Financial Services Cloud

Salesforce has introduced Financial Services Cloud for Insurance Brokerages, an AI-powered platform set to launch in February 2025, designed to automate and enhance client management, policy servicing, and commission processing for insurance brokerages. Built on Salesforce’s core CRM system, Insurance Brokerage Financial Services Cloud streamlines traditionally time-consuming tasks like policy renewals, employee benefits management, and commission splits, aiming to consolidate operations and reduce operational expenses.

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Financial Services Cloud and Core

Financial Services Cloud and Core

Remember When Salesforce First Launched Financial Services Cloud in 2016? The managed package introduced a standardized data model that transformed how banks, credit unions, and implementation partners utilized Salesforce. It was a game-changer! But Salesforce hasn’t stopped innovating. Since 2019, they’ve been enhancing the core platform to meet demands for greater performance and flexibility. Now,

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Liberty Bank and Salesforce

Liberty Bank and Salesforce

Liberty Bank, based in Middletown, Connecticut, announced on September 5th an expanded partnership with Salesforce, the world’s leading AI-powered CRM platform, to enhance its customer engagement efforts. Liberty Bank and Salesforce. By integrating Salesforce’s Financial Services Cloud, Marketing Cloud, MuleSoft, and Salesforce Shield, Liberty Bank aims to deliver more personalized, efficient, and enriched services. This

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Why Choose Salesforce as Your Mortgage CRM?

Banking Complaints to Profits

Tectonic: Elevating Complaint Management in Banking with Salesforce Customer satisfaction is key in banking, but complaints are unavoidable. Banking Complaints to Profits is not only learning from complaints but increasing revenue by them. Banking complaints also present a unique opportunity. Handled effectively, complaints can offer valuable insights that drive process improvements and ultimately strengthen customer

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Private Connectivity Between Salesforce and On-Premise Network

Private Connectivity Between Salesforce and On-Premise Network

Salesforce is an AWS Partner and a trusted global leader in customer relationship management (CRM). Hyperforce is the next-generation Salesforce architecture, built on Amazon Web Services (AWS). Private Connectivity Between Salesforce and On-Premise Network explained. When business applications developed on Hyperforce are integrated with on-premises systems, traffic in both directions will flow over the internet. For customers in heavily regulated industries

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Salesforce Summer 24 Industries Release

Salesforce Summer 24 Industries Release

Industries Salesforce Summer 24 Industries Release Industries solutions shape Salesforce to the needs of your business, reducing the need for you to customize things yourself. Consumer Goods Cloud streamlines delivery and distribution processes with Direct Store Delivery and Van Sales. Optimize service operations in the field with Field Service for Industries. Health Cloud integrates with

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Salesforce Unlimited+ Edition Explained

Salesforce Unlimited+ Edition Explained

Salesforce Unlimited Plus (UE+) is designed as an advanced offering that incorporates several specialized features tailored for different industries, making it particularly suitable for larger organizations and enterprises that require robust, integrated solutions for complex business processes and customer relationship management. Salesforce Unlimited+ Edition Explained. Target Audience UE+ is targeted toward large enterprises that need

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Mastercard Salesforce Integration

Mastercard Salesforce Integration Announced

As consumers seek easier and safer shopping experiences, Mastercard (NYSE: MA) and Salesforce (NYSE: CRM) today announced a new integration to enhance trust across the ecosystem, helping customers speed up the resolution of transaction disputes, and reduce costs associated with resolving them. Mastercard Salesforce Integration. Disputes and chargebacks, where a consumer notices a transaction they don’t

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Salesforce Unified Knowledge

Salesforce Unified Knowledge

Salesforce Introduces Unified Knowledge: Empowering Service Excellence with Integrated Organizational Insights Salesforce has unveiled Unified Knowledge, a groundbreaking solution designed to integrate organizational knowledge from diverse third-party systems directly into Salesforce. This innovation aims to enhance the efficiency of service agents, enabling them to resolve customer cases more swiftly and effectively. Unified Knowledge, coupled with

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Generative AI Self-Service and Unified Knowledge

Generative AI Self-Service and Unified Knowledge

Salesforce Announces Unified Knowledge to Boost Service Efficiency and Customer Experience Salesforce has introduced Unified Knowledge, a groundbreaking solution designed to integrate organizational knowledge from various third-party systems into Salesforce. This integration aims to enhance service agents’ efficiency and expedite customer case resolutions. By leveraging customer data in Salesforce Data Cloud, Unified Knowledge helps generate

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Data Cloud and Snowflake Bidrectional Data Sharing

Data Cloud and Snowflake Bidrectional Data Sharing

Salesforce Data Cloud and Snowflake are excited to announce that bidirectional data sharing between Snowflake, the Data Cloud company, and Salesforce Data Cloud is now generally available. In September, we introduced the ability for organizations to leverage Salesforce data directly in Snowflake via zero-ETL data sharing, enabling unified customer and business data, accelerating decision-making, and

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nCino and Salesforce

nCino and Salesforce

Leaders in cloud innovation reinforce alliance to provide best-in-class solutions to the financial services industry by extending successful partnership to 2031. Updated commercial terms are expected to improve nCino’s subscription gross margins. Wilmington, N.C. – December 21, 2023 – nCino, Inc. (NASDAQ: NCNO), a pioneer in cloud banking for the global financial services industry, today

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Secure and Compliant Data Sharing With Grantmaking PSS

Secure and Compliant Data Sharing With Grantmaking PSS

Control and Monitor Data Sharing with Compliant Data Sharing in Salesforce Compliant Data Sharing in Salesforce allows administrators and grant managers to control and monitor data sharing within Experience Cloud and CRM without needing to write complex code. By enabling and configuring this feature for specific objects, CRM and Experience Cloud users can seamlessly share

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