Case Study: Attain
“SMI has been a great partner, and we wish we had started working with them sooner!” – SVP of Operations at Attain Client…
Category: Financial Services
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 our experience building…
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 paperwork, strict regulations,…
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 wealth managers looking…
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 right Salesforce configuration,…
Why Should Your Financial Services Business Choose Financial Services Cloud over Sales Cloud?
Salesforce Financial Services Cloud (FSC) and Salesforce Sales Cloud are both popular customer relationship management (CRM) platforms offered by Salesforce. While Sales Cloud…
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