Z I P T E C H
blog

Unlocking the Power of Salesforce Financial Services Cloud for Your Social Media Campaign

Author :  Shibu Unni | Date : 08/04/2024Introduction In today’s digital age, financial institutions must stay ahead of the curve by embracing innovative technologies to connect with their customers effectively. Salesforce Financial Services Cloud (FSC) is a powerful CRM solution designed specifically for financial institutions, providing them with the...

blog

The Importance of Analytics and Reporting in Financial Services

Author : Reju Koshy | Date. 09/12/2023The financial services industry is one of the most data-intensive sectors, with organizations handling everything from transaction data and customer information to market trends and regulatory requirements. In this environment, the ability to harness data for actionable insights is crucial. Why Analytics and...

blog

Unleashing the Power of Salesforce Financial Services Cloud: The Sales and Marketing Bundle for Banking

Author: Shibu Unni | Date: 16/08/2024The Need for a Unified Sales and Marketing Approach in Banking Banks operate in a highly competitive and regulated environment where customer expectations are constantly evolving. To thrive in this market, banks must adopt a unified approach that seamlessly integrates sales and marketing efforts....

blog

Exploring Salesforce Financial Services Cloud: The Power of Apex for Backend Development

Author: Sridhar P | Date: 21/03/2024Understanding Apex: The Engine Behind Salesforce Customization Apex is a strongly typed, object-oriented programming language that enables developers to execute flow and transaction control statements on the Salesforce platform. It’s designed to execute multiple queries and DML (Data Manipulation Language) statements in a single...

blog

Salesforce Financial Services Cloud Integration: REST, SOAP, and External Systems Integration with Banking Core Banking Systems (CBS)

Author:  Reju Koshy  Date:  05/August/2024The Importance of Integration in Financial Services For financial institutions, the ability to integrate different systems is more than just a technical requirement—it’s a business necessity. Integration enables the smooth flow of information between disparate systems, ensuring that customer data is consistent, accurate, and accessible...

blog

Companies Leveraging Salesforce Financial Services Cloud

Author :  Mithun M  Date : April 07 2024Our analysis reveals that 138 companies are currently leveraging Salesforce Financial Services Cloud to enhance their client relationship management and operational efficiency. Predominantly, these organizations are headquartered in the United States and operate within the Financial Services sector. The platform is...

blog

Introduction to Salesforce Financial Services Cloud

      Author: Shibu  Unni | Date: March  23, 2024What is Salesforce Financial Services Cloud? Salesforce Financial Services Cloud (FSC) is a specialized solution tailored for the financial services industry, offering pre-built workflows and data models designed specifically for financial institutions. FSC addresses the unique needs of three...

blog

Builder.io: A Tool to Familiarize in a Headless Way

Drag & Drop Headless Commerce – builder IO A tool to familiarize The biggest challenge of e-commerce system is to manage dynamic contents in an effective way without having much dependency on developers. Otherwise, how business stakeholders can manage the content updates without relying on developers. We know traditionally...