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Trusting your Core platform suppliers (Admin System, Claims System, AMS, Loan Origination System, Banking Core) to plan your transformation program results in lower value. Organizations that decide to undergo a full transformation program have different reasons for doing so.  In most cases, the business drivers for undertaking a once in a generation expense, are increasing sales or improving service.  While tech debt is frequently an underlying benefit, it's rarely the primar

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

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

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