 (1).svg){kind=small}
The Digital Lending Transformation: A Modern Advantage
Digital lending, though not a new concept, has undergone a significant transformation in recent years. While its roots can be traced back to the early 1990s, the true impact of digital innovation on the financial industry has become evident only recently.
Leveraging Salesforce Financial Services Cloud to stay ahead
Customer expectations are evolving in the financial services domain. Self-service options are on the rise, empowering customers to manage their finances independently. While this trend offers convenience, it risks diluting the close relationships traditionally shared between banks and customers. To thrive in this new landscape, the industry must find ways to deepen customer connections while expanding the value of its offerings. In this blog, we explore the emerging trends in the BFSI landscape and how Salesforce can help business leaders develop better relationships with their customers.
LatAm Technology Trends for the Financial Services Industry in 2024
With data being the critical ingredient in driving innovation, businesses must address data privacy to prevent erosion of trust in brands and reluctance of customers to share data.
Salesforce implementation for a leading regional and commercial bank
In an increasingly competitive and technologically-driven financial landscape, regional banks are under immense pressure to stay ahead of the curve. This case study examines the digital transformation journey
Transforming technology for improved home loan underwriting and loan approvals
Our client wanted to address challenges in four areas to improve its business processes. Implementing the four projects with a single technology partner
Mortgage leader transforms loan origination system for multiple products
The client operated in a highly competitive market but lacked a systematic process for loan origination. Its existing systems hampered it
Automation for improving efficiency for a Japanese trading and investment company
The client is a Fortune Global 500 general trading and investment company. With a 160-year history, seven domestic offices, and 86 overseas, the client trades textiles, machinery, metals, minerals, energy, chemicals, food, general products, realty, information and communications technology, and finance.
Building a Culture of Quality Through Automation: The CoE Model in Action for a US Mortgage Provider
The client needed to improve application quality before the production release. The challenge it faced was to create cross-skilled teams
How to overcome the core systems implementation pitfalls insurers face
Whether you have a team of 2 or 200, our shared team inboxes keep everyone on the same page and in the loop. Leverage automation to move fast