Tag: Financial Services Cloud

What’s Next for TD Ameritrade Institutional Salesforce Users

The TD Ameritrade Institutional Editions of Salesforce are being sunsetted. In other words, TD Ameritrade and Schwab will no longer maintain or support these legacy CRMs. If you are a wealth management firm using one of the TD Ameritrade Institutional Editions of Salesforce, you should have received an email from Schwab regarding your CRM. You…

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Simplify Service Requests with Business Process Launcher

As discussed in a prior blog, using Salesforce case management functionality to service client requests is relatively easy. Because Cases function as process-driven objects, they are flexible and can accommodate many different types of client service requests (such as change of address, death of a client, or compliance-related requests). However, not all processes are straightforward,…

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