Salesforce

Navigating Regulatory Compliance with Salesforce: A Comprehensive Guide for Financial Services

Explore how Salesforce revolutionizes regulatory compliance in financial services, offering powerful tools for data management, process automation, and ensuring a culture of transparency.

Leveraging Slack's New AI Features for Smarter Financial Services Teams

Vantage Point - Discover how Slack's latest AI features are revolutionizing the financial services industry, enhancing productivity, decision-making, and customer service for banks, insurance providers, and investment firms.

Salesforce Spring '24 Release: Impact on Financial Services

The Salesforce Spring '24 release is set to revolutionize the financial services industry with new features like Einstein Copilot, a comprehensive AI assistant that automates tasks and generates accurate recommendations. Financial firms can analyze client data for personalized coaching, while ESG...

Integrating Salesforce with Stripe, Square, or Braintree

Integrating Salesforce with payment software like Stripe, Square, or Braintree can streamline processes, provide a 360-degree view of customers, improve decision-making, and enhance reporting. Businesses can choose from extensible products, iPaaS solutions, or custom code for integration. When ev...

Considerations for Integrating Salesforce with Xero or QuickBooks Online

Vantage Point - Integrating Salesforce with Xero or QuickBooks Online can greatly enhance operational efficiency and client service quality for financial services firms. By achieving a unified view of client data, streamlining processes, and improving accuracy in financial reporting, these firms ...

The Demand for Personalized, Comprehensive Experiences in Financial Services

Customers in the financial services industry are demanding personalized and comprehensive experiences to navigate the uncertain economic climate. A report reveals that customers feel their financial service providers lack guidance, prefer non-digital interactions, and would switch providers if se...

Boost Salesforce Adoption: 6 Proven Strategies to Drive Engagement.

Boost Salesforce adoption and maximize your ROI with these proven strategies. Get leadership involved, audit user needs, create a comprehensive training program, measure usage and adoption, gather feedback, and continue upskilling as Salesforce evolves. Let Vantage Point guide you on your success...

Understanding Generative AI: What is GPT and Who’s the sheriff?

GPT-3 is revolutionizing business operations. Salesforce's Einstein GPT Trust Layer ensures data privacy and security while using generative AI. With features like prompts, zero data retention, and encrypted communications, organizations can harness the power of AI without compromising data integ...

Regional Disruption: How Mid-Market Banks and Credit Unions Can Compete Through Technology

Vantage Point - Mid-market banks and credit unions can compete with mega-banks and fintech disruptors through technology. Discover how digital payments, open banking, customer analytics, and cloud infrastructure can give them an edge.

The Winds of Change: How AI is Transforming Asset Management

Rapid advances in AI are transforming asset management. To thrive, asset managers must embrace AI-driven solutions. The future belongs to those who lead the AI revolution in financial services. Salesforce and partners like Vantage Point Consulting offer cutting-edge AI capabilities for success. #...