Insurance IQ
Financial Services Demo – Streamline Lender and Borrower Verification
Financial Services Demo – Capture and Track Borrower Applications
Financial Services Demo – Automate Potential Investor Matching
Eliot Partnership: Enhancing Executive Search Efficiency in the Insurance Sector with Salesforce
The Impact Eliot Partnership transformed the way it manages executive search by implementing a customised Salesforce solution that centralises candidate tracking, invoicing, referral management, and global collaboration. With seamless Outlook integration, intuitive data entry via Grid Mate, and automated workflows tailored to business development and follow-up, the firm now operates with greater clarity, speed, and […]
Full Visibility, Zero Friction: The Salesforce Solution Behind B2C2’s Growth
The Impact B2C2 accelerated client onboarding and cut down manual admin by automating compliance and risk checks directly within Salesforce. This streamlined approach improved client retention, enhanced regulatory compliance, and positioned B2C2 for secure, scalable growth. About B2C2 Founded in 2015 and acquired by Japan’s SBI in 2020, B2C2 is a pioneering crypto-native liquidity provider. […]
Kind Wealth: Helping Families Prosper
An Introduction To Kind Wealth Kind Wealth is dedicated to helping families thrive—not just today, but for generations to come. As a growing organisation, they’ve built a reputation for delivering seamless, personalised financial and mortgage advice, always putting the needs of their clients first. With a belief that financial planning has the power to be life-changing, […]
Has your organisation fallen out of love with Salesforce?
Background In today’s commercial world its actually incredibly difficult to find organisations that do not have any form of CRM in place. That said, however, user adoption of CRM platforms remains incredibly low at 26% in 2020. (source AgileCRM) This equates to a mind-blowing 3 out of 4 organisations that are not getting what they want […]
Enhancing Customer Experience in the UK Financial Services Sector with Salesforce
Customer experience is a key differentiator in the highly competitive UK financial services sector. In this article, we focus on how Salesforce is helping financial institutions elevate their customer experience strategies. We explore the role of Salesforce’s CRM capabilities, including personalized interactions, omnichannel engagement, and data-driven insights. By leveraging these tools, UK financial services providers […]
Redefining Insurance: Navigating the Digital Revolution for Enhanced Customer Experience
Introduction In recent years, insurance providers have been adapting to an increasingly digital business environment. Increased competition between insurance companies is enabled by technology that allows potential customers to thoroughly research insurance options and quickly compare quotes online. In addition, many of the processes that once involved face-to-face or phone contact are now carried out […]