Banking

Optimizing banking operations with Salesforce.

Blog Posts

Check out what’s happening in the banking industry.

Household Management Accelerator

Introducing the PRI Household Management Accelerator. We've heard from our clients that Householding should be streamlined, extend across Salesforce Product, and include basic management functions like creation, marriage, and divorce. The PRI Household Management Accelerator offers these capabilities and scales with your Salesforce license level. For Sales Cloud implementations, the Accelerator introduces Householding that mirror's Agentforce Financial Services' data model

How to Maximize Success with AI for Insurance & Wealth Management

The insurance and wealth management industries are at an inflection point. AI adoption is happening—yet true organizational...

What to do about Fragmented Data?

Fragmented data continues to be a large issue within Financial Services. For Distributors, various core systems and data feeds exist by...

Accelerators

Accelerators built specifically for companies in the banking industry.

Household Management

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