In an era where innovation drives the financial industry forward, a Midwest credit union recognized the need to modernize its operations. To adapt to the changing landscape of the financial industry, they partnered with Ascend to choose Salesforce Financial Services Cloud (FSC) as their source of truth.
FSC is a powerful solution uniquely tailored to the evolving needs of financial institutions...
In the dynamic world of insurance, one innovative insurance brokerage decided to rewrite the rulebook. Faced with challenges that jeopardized efficiency and growth, this forward-thinking organization embarked on a transformative journey. Their mission? To not only resolve immediate issues but to establish themselves as industry leaders.
Their story is a testament to adaptability, innovation, and...
Managing leads and opportunities in the pipeline is a crucial aspect of the financial services industry. However, banks often encounter challenges such as the lack of a comprehensive 360-degree view of their customers, inadequate processes for managing client relationships, and limited actionable data. These hurdles can impede informed decision-making and hinder the bank's ability to thrive in a...
In today's technology-centered environment, it's essential to have a robust and efficient marketing strategy to stay ahead of the curve. Insurance carriers are no exception to this rule. To reduce costs and consolidate services, Ascend was approached by Salesforce to assist an insurance carrier seeking to transition from Pardot and Sales Cloud to Salesforce Marketing Cloud.
Recognizing the need...
In today's dynamic business landscape, countless companies are unknowingly leaving a goldmine of untapped potential within their Salesforce platforms. Is your organization one of them? Imagine the possibilities and growth opportunities awaiting you once you harness the full capabilities of Salesforce tailored specifically to your industry.Salesforce, a leading customer relationship management...
