Creating Opportunities for a College Education: Talking with Jessica Bartnick of Foundation for C.H.O.I.C.E.

Creating Opportunities for a College Education: Talking with Jessica Bartnick of Foundation for C.H.O.I.C.E.

One of the best things about our profession is the opportunity to meet and collaborate with so many talented and interesting people at our clients and in the community. This blog series introduces some of the executives with whom we work and spotlights the ways they are leading and making their mark, both personally and professionally.…

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A 10-step Guide to Handling Even the Most Complex Salesforce Org Merges

A 10-step Guide to Handling Even the Most Complex Salesforce Org Merges

There’s no denying that the last few years have seen a flurry of mergers and acquisitions. With $2.1 trillion spent on acquisitions in 2017 and close to 7,000 completed M&A deals already for 2018, it’s clear that companies are combining, splitting, and re-combining at rates faster than ever before. All that deal-making can be exciting, but once the ink is dry, these newly merged entities...

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Improving Customer Experience with nCino

Improving Customer Experience with nCino

For financial services organizations, operating systems have the reputation of being inefficient and inconsistent due to a reliance on manual data entry, siloed activities, lack of system-wide integration, and providing low visibility across the entire enterprise. Apart from the frustrations felt by these systems’ users, customers often feel the brunt of these legacy systems due to the...

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The State of CRM in Banking – Where We Are and Where We’re Going, Part 1

The State of CRM in Banking – Where We Are and Where We’re Going, Part 1

Last fall, I attended Dreamforce with a mission to review the state of CRM in Banking, and thus, immersed myself into all things Financial Services throughout the week. What I found was similar to what we wrote about last year and in 2016. Banks are still addressing the same overall types of challenges: building modern platforms to use the data in their legacy systems and building a culture of...

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Salesforce Spring ’18 Has Sprung

Salesforce Spring ’18 Has Sprung

Spring is on its way, which means the Salesforce Spring ’18 release has arrived, and with it, a number of key things we think our customers should be implementing. This was a big release in a lot of ways, and we will highlight a few key areas for each of the main clouds for customers to start thinking about.…

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Why Every Salesforce Admin Should Use an IDE

Why Every Salesforce Admin Should Use an IDE

In an effort to become a more powerful Salesforce administrator, I’ve recently been knocking on the door of the developer world. You don’t need to master Apex to take advantage of developer tools. My favorite trick has been using an Integrated Development Environment (IDE) to speed up manual tasks, such as creating thousands of fields in minutes. …

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Why You Should Consider Moving to Salesforce Lightning

Why You Should Consider Moving to Salesforce Lightning

For over 16 years, the look and feel of Salesforce has remained fairly consistent. In 2015, Salesforce began promoting its new platform – Salesforce Lightning. Although long time users may have grown accustom to the classic user interface, Salesforce has developed a modern UI that brings new features, increased productivity, faster deployments, and a seamless transition across desktop...

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The Unsexy Side of Fintech

The Unsexy Side of Fintech

Fintech usually has a sexy connotation associated with it, so last week when I was in New York speaking at Bank Director’s FinXTech conference, I enjoyed the irony of being on a panel to discuss “The Unsexy Side of Fintech.” The conference primarily focused on discussing the impact of Fintech on the Financial Services industry, the current state of innovation, and what’s...

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