360 PERSPECTIVES

How To Connect Silos
and Put Customers First

Jul 14, 2020 By Lisa Lee

4 Possible Pandemic Scenarios Every Retail Bank Needs To Consider

Retail banks are a cornerstone of COVID-19 recovery, processing a huge volume of PPP loan applications, offering forbearance, and relief programs. Here are four possible pandemic scenarios every retail bank needs to consider... Read More

Reopen Safely, Financial Services, CEO

Jun 16, 2020 By Chelsie Groslie Cheney

How To Grow Your Professional Services Business During Tough Times

Accountants. Consultants. Lawyers. These professions have one thing in common: they put their clients at the center of everything they do. As a top 25 CPA and advisory firm, Eide Bailly entered this pandemic committed to helping our clients navigate an uncertain future, even as we were facing the... Read More

Customer Engagement, Sales, Sales Cloud, Financial Services, Leading Through Change

Jun 16, 2020 By Matthew Cameron

Help Customers Navigate Financial Uncertainty With Connected Digital Banking

Banking providers around the world are helping millions of people and small businesses manage tremendous financial uncertainty amid COVID-19. Though banks have risen to the challenge with remarkable ingenuity, the crisis underscores the need for them to accelerate their digital transformations. The... Read More

Digital Transformation, Customer Service, IT, Leading Through Change, Financial Services, Financial Services Cloud

Jun 12, 2020 By Ayan Sarkar

What Insurers Can Do Right Now To Inspire Trust and Connect With Customers

The insurance industry has developed an industrial-strength capacity to deal with catastrophes. Yet, due to the ongoing COVID-19 pandemic, insurers face new challenges. How do you transition workforces to a work-from-home environment in a typically slow-moving industry that does not have the... Read More

Customer Engagement, Customer Service, Financial Services, Leading Through Change

Jun 12, 2020 By Anthony Morris

Now Is the Time To Alleviate Financial Stress for Families and Businesses

The rippling effects of COVID-19 on the economy has overwhelmed everyone. With the unemployment rate at 13.3%, people are trying to save their homes, their businesses, and support their families. Banks are flooded with customer requests to help delay debt payments or alternative financing options.... Read More

Customer Engagement, CEO, Financial Services Cloud, Financial Services, Leading Through Change

May 22, 2020 By Joseph Kubon

Collaboration, Communities, and Communication: SWBC’s Plan for Success

SWBC, a Salesforce customer, wrote this article. If you’re in the financial services industry, you may have heard of SWBC — a diversified financial services company that’s been in business for nearly 45 years. Headquartered in San Antonio, the company provides a wide range of insurance, mortgages,... Read More

Digital Transformation, CEO, Leading Through Change, Financial Services

May 15, 2020 By Raphael Reznek

How Mascoma Bank Supported 12,500 Jobs Through Economic Recovery Efforts

Mascoma Bank, a Salesforce customer, wrote this article. Small businesses are the lifeblood of our communities. They enrich the places we live and work and provide jobs for our neighbors. We depend on small businesses for a lot — and they depend on help from financial institutions to navigate times... Read More

Customer Engagement, Community Cloud, Financial Services Cloud, Service Cloud, Financial Services, Leading Through Change, Customer Story, Customer Service

Apr 02, 2020 By Peggy Alford

How PayPal Is Focused on Helping During Crisis

PayPal, a Salesforce customer, wrote this article. When the World Health Organization declared the novel coronavirus a pandemic last month, I was two weeks into my new job at PayPal. As the new head of global sales, my main goal was to give my team everything they needed to help our customers. But,... Read More

Business as a Platform for Change, Sales, Sales Cloud, Leading Through Change, Financial Services, Customer Story, Thought Leadership

Mar 16, 2020 By Katie McBeth

Best Ways to Save Money on Small Business Taxes in 2020

QuickBooks, a Salesforce partner, wrote this article. If there’s one subject that gives almost every small or medium business (SMB) owner a headache, it’s taxes. But taxes don’t have to be the bane of your existence. As a member of the QuickBooks marketing team, I know with proper preparation and... Read More

Future of Work, Small Business, Guest Blog, Financial Services

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How To Create a Customer-Centric Experience

The New Rules of Customer Engagement: Key Trends From Global Research

Salesforce.com

360 PERSPECTIVES

How To Connect Silos
and Put Customers First

4 Possible Pandemic Scenarios Every Retail Bank Needs To Consider

How To Grow Your Professional Services Business During Tough Times

Help Customers Navigate Financial Uncertainty With Connected Digital Banking

What Insurers Can Do Right Now To Inspire Trust and Connect With Customers

Now Is the Time To Alleviate Financial Stress for Families and Businesses

Collaboration, Communities, and Communication: SWBC’s Plan for Success

How Mascoma Bank Supported 12,500 Jobs Through Economic Recovery Efforts

How PayPal Is Focused on Helping During Crisis

Best Ways to Save Money on Small Business Taxes in 2020

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How To Create a Customer-Centric Experience

New Rules of Customer Engagement: Key Trends From Global Research

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360 PERSPECTIVES

How To Connect Silos and Put Customers First

Most Popular Stories

CTO Perspective: Take Your Development Team From Product- To Customer Centric

How To Create a Customer-Centric Experience

New Rules of Customer Engagement: Key Trends From Global Research

Americas

Europe, Middle East, and Africa

Asia Pacific

How To Connect Silos
and Put Customers First