Whitepapers

Our whitepapers generally detail how Salesforce addresses common issues throughout multiple subverticals in financial services.

Improving Business Outcomes Using Salesforce Financial Services Cloud (FSC)

Our whitepaper details six different ways SM Innovations has configured FSC to handle common operations in the financial services industry, such as data migration and account opening.

Building a Lease Management Workflow on Salesforce

Explore how our work helps real estate investment trusts (REITs) to centralize the key operations of the lease management process such as maintaining occupancy rates, monitoring sales, managing lease signing, and more.

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