Category: Financial Services

Assign Sales Territories by Zip Code in Salesforce

ShellBlack clients often use some type of territory-based management system to assign accounts to sales representatives. Some financial services firms have very complicated criteria and assignment rules for their sales territories, while others prefer a much simpler approach. With Salesforce, sales assignment and management can be as robust or straightforward as needed to satisfy each…

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Financial Services Cloud: Lead Conversion

Wealth advisors work with many types of clients. Some people and families have straightforward wealth management needs, while others may benefit from more comprehensive financial planning to evaluate and explore relevant insurance solutions. Other types of clients include corporations looking for a knowledgeable advisor to help manage their 401(k) or group benefits such as group…

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Achieving Email Compliance & Security in Financial Services Cloud

Regulated firms in the financial services industry must take special care with respect to email compliance as a portion of the “books and records” section of the Securities Exchange Act (SEA). Because Financial Services Cloud can send, receive, and store email communication, it is essential to deliberately plan your compliance strategy for Salesforce. This blog…

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