Case Study: Attain
“SMI has been a great partner, and we wish we had started working with them sooner!” – SVP of Operations…
Insights
Here’s some of our thoughts and tips on the Salesforce environment, messages from our staff, and announcements. Follow us on LinkedIn to stay tuned with the latest updates!
Demo: Real Estate Leasing Workflow Demo
The process of moving an individual, family, or company into a new building can be lengthy and complicated. Drawing from…
How Salesforce Supports Wealth Management: A Closer Look (Part 1)
Wealth management institutions often encounter various pain points during the client onboarding process, including fragmented data, the tediousness of manual…
How Salesforce Can Solve Common Issues in Wealth Management
In the first few days of the new year, we at SM Innovations realized we had already heard from several…
Introducing our Salesforce Discovery Workshops
We hope your 2024 has been off to a beautiful start! We’re kicking off the new year with a new…
Webinar: Streamlining Client Onboarding with Financial Services Cloud
The process of onboarding new clients is a challenge commonly faced in credit unions that can be solved by the…
