Category: Finance Industry
Notary publics are the professionals who perform the important task of notarizing documents. However, we all have financial and legal documents that need to be accurate, verified, and have identifiable signees. So, wouldn’t it be ideal to notarize documents yourself in the comfort of your office whenever the need arises? Join us in the article below. We…
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…
Last month, Salesforce put out its latest AI technology to strengthen its various Industry Clouds. With over 100 AI functions catering to 15 industry-related issues, the Trailblazer community is excited about this next Salesforce AI integration: Industries AI. Yet it’s not just the Trailblazers. Companies worldwide that are signed up for Salesforce are also watching this space…
Every contract is unique, but according to the Institute for Financial Literacy, 25% of mortgages now have Acceleration clauses. These clauses protect lenders in times when individuals who have borrowed money cannot repay it or have somehow violated the terms of the contract. In this situation, the lender has the legal right to demand their loan repayment…
Remarkable Salesforce Partnership: Uber Business Capital Exploring Titan’s Benefits Joining forces, Titan and Uber Business Capital hosted an informative financial services webinar on 29 June 2022. During the webinar, Titan explained how Salesforce is beneficial to the financial services sector, introduced the highly successful Uber Business Capital portal, highlighted the role that Titan has played in Uber…
The Power of Salesforce Forms Many businesses use Salesforce’s cloud-based customer relationship management (CRM) platform to manage and improve customer relationships. Companies can use the Salesforce CRM to track customer activity, market to customers, and more. Organizations across various industries, from healthcare to financial services and beyond, use Salesforce forms. Titan’s fully customizable and flexible forms for…
Salesforce Forms: the answer for Financial Cloud Salesforce Services? Using digital technology to access the financial services cloud is fast becoming an everyday occurrence for many of us, dictating how we save, spend and even send money. With the advancement of financial cloud technology, financial institutions have to identify different ways of serving their clients. A growing…
