Building Lasting Relationships with FSC Traditional mapping and tracking of client information only allows a small glimpse into the lives and financial goals of your clients. But with Salesforce’s Financial Services Cloud, users have a comprehensive view of each...
Accelerating Transformation The Financial Services industry faces consistent changes and evolving customer expectations, which means that it’s critical your organization is able to adapt quickly to emerging trends. Salesforce plays a key role in creating a stable...
Becoming Customer Centric The financial industry continues to change as a result of new technologies and shifting demographics, making it important to stay on top of industry trends in order to continue delivering outstanding customer service. By taking a...
What is COMMISHNR ? By now, you’ve heard a bit about Access Global Group’s newest app: Commishnr. It was created to streamline the commissions process while allowing users complete control over calculations. But if you’re still finding yourself with questions, here...
Using Cloud Technology to Promote Innovation The past year and a half has shown us that digital transformation was a necessity for businesses to persevere through a global pandemic. But now, as businesses continue to push forward, leveraging digital technology can be...
When to Implement Salesforce ? There is no greater time to implement Salesforce than now, but it’s particularly important if your company is facing the following challenges: – Difficulty tracking and managing leads- Relying on time consuming manual data entries-...
