Whitepapers
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.
How AI Is Transforming the RIA Experience
Learn multiple ways AI can be leveraged to address your pain points, including how Salesforce Agentforce and other AI-driven platforms help you streamline
operations, enhance client relationships, optimize decision-making, and more.
Comparison of ICE Surefire CRM and Salesforce CRM for Digital Mortgage Process and Workflows
This whitepaper compares two leading platforms—ICE Surefire CRM and Salesforce CRM—highlighting how Salesforce can enhance your borrower journey and improve operational efficiency within your organization.
Salesforce Solutions for Private Equity: Addressing Operational Challenges
Explore how Salesforce can help you improve transparency, and strengthen your investor relationships, empowering you to optimize your investment strategies and drive better business outcomes and long-term investor relationships.
Your Salesforce Blueprint for Optimizing Precious Metals Operations
See how Salesforce can support your precious metals operations including workflow automation, omnichannel support, and seamless third-party integrations to optimize team performance throughout the entire lead-to-close process.
The Future of Banking—AI Use Cases for Enhanced Operations and Customer Experiences
Banks and credit unions are essential to the financial ecosystem, yet they face mounting pressures from evolving customer expectations.
REITs: Harnessing the Power of AI vs. Automation – When and How to Choose
This white paper explores the strategic use of AI in Real Estate Investment Trusts (REITs), helping organizations determine when to leverage each technology to optimize operations.
Unlocking Efficiency and Customer Satisfaction for Banking with Salesforce
Banks are the backbone of the financial ecosystem, but they face increasing pressure to keep up with evolving customer expectations, rising operational costs, and growing competition.
Explore how Salesforce can help you unify guest data, personalize service at scale, and build long-term loyalty—empowering your teams to deliver consistent experiences and drive stronger business outcomes.
At SMI, we believe your guests deserve more than just a great stay—they deserve to feel seen, known, and valued.
This white paper shows how you can unify guest data on a single Salesforce platform and empower your staff with real-time insights. The result? Scalable personalization, consistent service across properties, and measurable gains in guest satisfaction and revenue.
