As the gig economy expanded and more people adopted the freelance lifestyle, our US-based finance client encountered significant challenges and recognized the need for customized financial services to suit this expanding demographic. Managing solo entrepreneurs’ diverse financial...

Developing existing customer relationships is essential for long-term growth and profitability in financial services. Enterprising fintech organizations understand that conquering upselling and selling financial services techniques are critical to long-term success.  These proactive strategies,...

In the ever-evolving world of financial business management, technological adaptation is no longer a luxury but a necessity. One proven transformative technology is Salesforce Sales Cloud, a Customer Relationship Management (CRM) solution providing a comprehensive suite of features...

The finance industry rapidly evolves with emerging technologies and the push towards customer-centricity within financial services companies. One key driver of this transformation has been Salesforce CRM systems’ adoption as one of the main CRM finance tools for financial...

The Fintech landscape is undergoing significant changes at this very moment due to its effect on all aspects of banking, payments and money. However, it can be challenging to navigate such an industry and even more challenging to find devoted customers. A rising number of organizations...

Salesforce is an indispensable tool for businesses of all sizes, especially those in the finance industry. Offering cloud-based platforms with advanced integration features and a host of applications to streamline operations and enhance customer engagement while giving businesses a...

The Fintech Industry has been booming due to the digitization of financial services and payments. The digitization of the entire Fintech sector needs the use of digital solutions. Among the leading digital solutions used in the Fintech industry, Salesforce CRM solutions are included....