Category: Finance
Document generation underpins almost every major financial service process, whether it is proposals vs. quotes, contracts, financial compliance reporting, invoices, client correspondence, and much more! And no matter your financial service, whether it be risk management automation, onboarding or loan processing, investment or wealth management, you need accurate and up-to-date documents to keep internal records, finalize negotiations…
Salesforce Experience Cloud, previously called Community Cloud, allows financial service teams to build custom online communities and portals branded to their unique web project requirements. When financial firms or banks create these types of projects, they provide seamless and connected content across all communication channels, which clients learn to trust. Web portals created with Salesforce Experience Cloud…
If you are reading this article then there is a good chance you are interested in using Salesforce Forms to streamline data management in your financial firm and make more personalized connections with clients. But first up, what are Salesforce Forms? Salesforce Forms can refer to any form integrated with the Salesforce ecosystem. There are several ways…
Salesforce electronic signatures are better for the environment, save financial firms time and money, and, of course, make the signing process a million times easier for clients. Instead of getting swamped by admin and endless paperwork, it’s now the new norm to receive a link or email so that you can sign documents securely while on the…
We all know we are nothing without our health, and that prompt, effective medical care can literally be the difference between life and death. Even when healthcare treatment isn’t required for emergencies or critical procedures, it can still be life enhancing, such as a massage for tired muscles, or working with a dietician on adopting a healthy…
