Financial services

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In our blog, you’ll find helpful and informative posts dedicated to improving CRM performance and usability. Our topics include deep dives on the technical aspects of CRMs like searching and data quality. You’ll also find insightful posts about user productivity and adoption.

‘Financial Services Keynote: Get Smarter In The Age Of The Customer’ Dreamforce 2016

‘Financial Services Keynote: Get Smarter In The Age Of The Customer’ Dreamforce 2016

Salesforce President and COO Keith Block kicked off the second day at Dreamforce 2016 with a keynote on the financial services industry. The session discusses two of the company’s recent products - Einstein and Financial Services Cloud - and showcases successful customer stories from Farmers Insurance and Bank of America. The complete session can be viewed here.