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Salesforce FSC - Leads and Referrals
Blogs

Salesforce FSC – Leads and Referrals

In this blog we look at how Leads and Referrals work in Financial Services Cloud and how they’d make sense within a banking environment.

Blogs

Salesforce FSC-Customer and Prospect Data

Our new Salesforce Financial Services Cloud article discusses the ingestion of data into your org and the hydration of the platform.

Fintech Digital Transformation
Blogs

Fintechs in the Post-COVID Era

The shift to digital presents an opportunity for Fintechs to grow their portfolio exponentially, but it also comes with key challenges.

Salesforce FSC - Financial Modelling - Application Management
Blogs

FSC – Financial Modelling – Application Management

The third article of our Salesforce Financial Services Cloud series discusses Financial Modelling and Application Management.

Salesforce FSC - Financial Modelling
Blogs

FSC – Financial Modelling – Financial Accounts

Salesforce Financial Services Cloud, Financial Modelling and Financial Accounts. Explore Salesforce’s FSC in the 2nd part of our series.

Salesforce Financial Services Cloud
Blogs

What is Salesforce Financial Services Cloud?

Financial Services Cloud is a combination of Sales and Service Cloud plus a managed package that adds a number of industry-specific features.