Financial Services

21 Aug Optimize Your Salesforce Financial Services Cloud With These 3 Helpful Flow Automations

Posted at 10:00h in Financial Services by Khadija Bennani-Smires

Salesforce Financial Services Cloud (FSC) is a powerful tool for managing client relationships and driving efficiencies in the financial sector. However, the true potential of FSC lies in leveraging its automation capabilities to streamline processes, reduce manual effort, and ensure data integrity. In this article,...

07 Aug 3 Best Practices When Using Financial Services Cloud (FSC)

Posted at 10:00h in Financial Services by Khadija Bennani-Smires

Whether you’re already using Salesforce Financial Services Cloud (FSC) or thinking of implementing it, this article is for you! FSC is a powerful Salesforce CRM solution specifically designed for Financial Institutions such as Banks, Credit Unions, Wealth Management Companies, Insurance Companies, and more. In this...

03 Apr Optimize Salesforce FSC with Rollup Relationships

Posted at 10:15h in Financial Services by Khadija Bennani-Smires

When using Salesforce Financial Services Cloud (FSC), the golden rule is to create a unified view of your client. In this article, we will explore how Rollup relationships can help your teams find the right data points faster and easier to optimize their daily operations...

Aerial view of a warehouse with trucks backing into the building

23 Sep We have an API, why do we need Mulesoft?

Posted at 20:30h in Financial Services, Mulesoft by Michael Tallino

In today's world, every person and every business has data in more than one system. Sometimes those systems communicate effectively and seamlessly. Sometimes they don't. But what is an API (Application Programming Interface) and how does that come into play? What is an integration platform and...