While we were gently easing into digitized life, the world decided it had other plans in mind. The infrastructure was there, but now tech has to adapt to the broad capabilities it has to serve. Is it ethical to record data on employees’ health? How do you keep workers safe without overstepping privacy limitations? But […]
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The future of finance is uncertain, but some things are clear
When the world went digital, so did finance. Unlike many industries, finance had a fairly easy transition from in-person to virtual life. That said, when you consider how common things like virtual banking and virtual bill pay were even before the pandemic, it’s hardly a mystery why. But, does this current success predict a smooth […]
Advice from the Experts: Choosing the Right Salesforce Consultant
What good is your data doing if it’s not being used? While there are plenty of Salesforce apps for lenders, they’re only good if you understand how to use them. Fragmented data across multiple programs is harder to keep track of and interpret, costing crucial insights into borrowers. How can you get the most out […]
Funding frustrations: How to find help when the banks say no
With mounting financial pressure on borrowers and lenders, the economy is fighting to recover from the pandemic. Lenders and investors sat cautiously after the 2008 recession, leaving struggling businesses limited resources. However, will they act quicker this time? Due to advances in risk assessment technology and lessons from 2008, the answer looks like a yes. […]
How did the pandemic change the future of lending?
Under normal circumstances, businesses facing financial hardship have a number of options to help weather the storm. The financial stresses of the Covid-19 pandemic, however, are far from normal. So, what does this mean both for lenders and borrowers? Disruptions affecting supply chains and cash-positions eliminate the option to simply return to normal even […]
Post-COVID Communications for Financial Services
Curious how to navigate communications in a post-Covid landscape? “As nations struggle to balance a safe return to economic productivity, the livelihoods of millions will be affected – but the financial sector can help to ease people’s anxieties.” With that being the case, communication is all the more important to not only keep business running, […]
Rethinking Virtual Fundraising
How is your company making changes and adjustments to accommodate for social distancing? Maybe town hall meetings, or virtual happy hours? How about hosting a virtual Black Tie event? https://www.salesforce.org/3-creative-ways-nonprofits-rethinking-virtual-fundraising
Remote Loan Management
Like many others that can’t get to their offices to work, lenders are finding it difficult to manage their day-to-day operations. How can we handle applications, evaluate borrowers, and service loans when all the information we need is sitting in a desktop computer or paper files? Loan management systems that are hosted in the cloud […]
Breaking down Merchant Cash Advances & more!
As a Salesforce consultant specializing in Alternative Lending and Merchant Cash Advances, we often run across folks who aren’t familiar with the industry, or all of the nuances with how the funding works. Of course, regulation and legal concerns are always significant when we are talking about funding companies with large amounts on money. Sometimes, […]
Salesforce Optimizer to help Admins with productivity
Always looking ahead and looking for improvements, Salesforce has a great new feature on the horizon. Being released in Summer 2020 are some new, powerful features for the Salesforce Optimizer. “With the new Salesforce Optimizer Lightning app, you can now obtain a comprehensive view of your org, which will help you prioritize where to spend […]
