May 10, 2016 By Rohit Mahna

How Women and Millennials are Poised to Shake Up the Financial Services Industry

The demographics of wealth management are changing as women and millennials exert more independence over their financial management strategies. Over the last two decades there’s been a surge of female professionals in the workforce driving financial growth. Recent research conducted in summer 2015... Read More

Cloud, Financial Services, Financial Services, Financial Services Cloud, Innovation

May 05, 2016 By Rohit Mahna

How to Bring New Value to an Old Industry

Banking is one of the oldest industries known to humankind. As long as we’ve attributed value to goods and services, banking has played a crucial role in human civilization. But customer expectations are changing. Today’s customers expect a smarter, more connected, more personalized experience in... Read More

Cloud, Financial Services, Financial Services, Financial Services Cloud

Mar 31, 2016 By Rohit Mahna

3 Ways Salesforce Can Help Advisors Meet the Department of Labor’s Proposed Fiduciary Rule

Today’s connected investor is looking for a trusted advisor who they can collaborate with to build a healthy financial life. The opportunity has never been greater for all financial firms to truly put the client and the client’s best interest at the center of everything they do. The Department of... Read More

Financial Services Cloud, Financial Services, Innovation