For many financial services companies, data exists in many different formats within silos across the entire business. This makes it difficult to access, analyze, and derive actionable insights.  Additionally, financial services companies such as banking, wealth management, and insurance firms are still using disparate or legacy systems to manage their data. Without the right data solution in place, they are unable to integrate and protect these data sets, as well as harness the critical insights they need. This can result in lengthy and frustrating journeys for the customers themselves. The mounting pressure to comply with today’s stringent regulatory requirements is often where most budget, time, and resources are spent. The penalties for non-compliance are startlingly high. Thus, investment decisions are usually made with a short-term view to instant compliance rather than investing in technology to support the business and improve customer experience. Using Salesforce to Manage Critical Insurance Data Salesforce is an integral part of CRM operations within the financial services industry worldwide. With Salesforce, data-driven companies gain a complete view of their customer’s data on a unified platform. Rich, contextual data allows for intelligent real-time decisions about customer care and allows for enhanced analytics. To deliver valuable, consistent, and … Continue reading Salesforce Data Protection and Integration for Financial Services