Category: Solutions
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…
People and organizations that want to prevent fraud in their ventures end up notarizing documents. To achieve this goal, they seek out notary publics who have the power to verify the identity of signers and ensure individuals want to be part of the agreement. The process of notarizing documents aims to eradicate forgery and coercion in legal,…
If you are reading this article, there is a good chance you are interested in using Salesforce Forms to streamline data management in your legal 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 you…
Electronic signatures (eSignatures) are better for the environment, save legal firms time and money, and 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 have one document with multiple signature fields. Clients receive a link or email so that they can…
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…
Electronic signatures are better for the environment, save healthcare organizations time and money, and of course, make the signing process a million times easier for patients. 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 your documents securely and on the…
Agentforce was announced at Dreamforce 2024, and has been given a massive amount of A+ marketing and promotion from Salesforce. Speaking to Salesforce professionals across the ecosystem, we know that the hype is real in 2025. Everyone wants to know about Agentforce and how it will evolve in the future. So, join us in the article below…
