The financial services industry, known as finserv, encompasses a range of businesses unified by one particular purpose – they manage money. It’s a diverse group that includes stock brokerages, investment funds, banks, credit unions, consumer-finance organizations, as well as companies involved in areas from credit cards to insurance to accounting and more.
Transforming Case Management in Salesforce: A Secure, Seamless Solution
Managing sensitive customer data is an unavoidable challenge for regulated industries like finance, healthcare, and insurance. Salesforce provides robust tools for case management, but the lack of secure messaging, document exchange, and form submission workflows leaves a significant gap. Without a way to securely handle sensitive information, enterprises are forced to rely on external platforms […]