Should You Make the Move to Financial Services Cloud?
Pros, Cons, and Considerations When Your Goal is Compliant Customer 360 You support a team that makes decisions with 6-...
Salesforce for Outlook is Being Retired: Alternatives and Replacements
A guide to the choices available to replace Salesforce’s Retired Outlook Connector Salesforce for Outlook: the basics Salesforce for Outlook...
The Customer Data Ops Revolution
The concept of shareholder value capitalism is attributed to several notable economists and embraced as conventional wisdom by Western culture...
MNPI Compliance & Regulation in U.S. and EU Markets
This article explores: How MNPI is defined. An MNPI case scenario and what might generally fall under MNPI compliance. MNPI...
Tap into Your Data Potential: 5 Features Financial Institutions Value Most
Tools like Salesforce, Office365/Exchange, and Gmail are critical to managing internal and external relationships, but when data gets caught between...
Three Emerging Trends in Financial Services that Build Customer Trust and Loyalty
Staying competitive requires understanding trends. Here are three emerging trends that are high on the radar of global business, CISO,...
How to Create Meaningful Engagement to Grow and Retain Customers
When organizations neglect relationships, customer experience and satisfaction can flatline. Many banking and financial services organizations are facing this challenge....
Edmonton Business Advisors Interviews Riva CEO About Innovative Technology
Kurian M. Tharakan with Edmonton Business Advisors sat down with Riva CEO Aldo Zanoni to discuss what makes Riva a...
Salesforce + Riva Insight = More Powerful Relationships Right in Your Inbox
While tools like Salesforce, email, and calendars keep teams focused and productive, they can also create blind spots when managing...
Introducing a Simpler, Faster Way to Keep All of Your Calendars in Sync
We all live by our calendars, whether it’s a meeting with a client, lunch with a colleague, or your child’s...