Real estate leasing workflow demo
The process of moving an individual, family, or company into a new building can be lengthy and complicated. Drawing from our experience building…
The process of moving an individual, family, or company into a new building can be lengthy and complicated. Drawing from our experience building…
Wealth management institutions often encounter various pain points during the client onboarding process, including fragmented data, the tediousness of manual paperwork, strict regulations,…
In the first few days of the new year, we at SM Innovations realized we had already heard from several wealth managers looking…
The process of onboarding new clients is a challenge commonly faced in credit unions that can be solved by the right Salesforce configuration,…
Salesforce Financial Services Cloud (FSC) and Salesforce Sales Cloud are both popular customer relationship management (CRM) platforms offered by Salesforce. While Sales Cloud…
One of the most traditional of industries, financial services, has been adapting to the digital world even before the pandemic. In 2020, an…