Blogs
Salesforce FSC – modelling relationships, part 1
The value and the complexity of a relationship are the main factors in using Modelling Relationships in Salesforce Financial Services Cloud.
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Blogs
Salesforce FSC – Person Accounts & Life Events
In this blog we look at how Salesforce Financial Services Cloud enables you to model people as opposed to simply accounts.
Blogs
Salesforce FSC – Leads and Referrals
In this blog we look at how Leads and Referrals work in Financial Services Cloud and how they’d make sense within a banking environment.
Blogs
Salesforce FSC-Customer and Prospect Data
Our new Salesforce Financial Services Cloud article discusses the ingestion of data into your org and the hydration of the platform.
Blogs
Fintechs in the Post-COVID Era
The shift to digital presents an opportunity for Fintechs to grow their portfolio exponentially, but it also comes with key challenges.
Blogs
FSC – Financial Modelling – Application Management
The third article of our Salesforce Financial Services Cloud series discusses Financial Modelling and Application Management.
Blogs
FSC – Financial Modelling – Financial Accounts
Salesforce Financial Services Cloud, Financial Modelling and Financial Accounts. Explore Salesforce’s FSC in the 2nd part of our series.
Blogs
What is Salesforce Financial Services Cloud?
Financial Services Cloud is a combination of Sales and Service Cloud plus a managed package that adds a number of industry-specific features.