SM Innovations

03/20/2024

Great presentations from the team today!

12/22/2023

Season's greetings and wishing everyone a happy holidays! May your holidays be filled with magic, joy, success, and everything you love! 🎄🎁❄️⛷⛄️

12/15/2023

How can Salesforce help financial services institutions handle transaction disputes with AI? Find out in the video below!

https://www.youtube.com/watch?v=byrpobJNCWM

Learn about Salesforce solutions for financial services. Hear from experts on the latest Data + AI + CRM + Trust innovations.Learn More: https://sforce.co/48...

10/25/2023

🏦 Save the date for our Financial Services Cloud webinar on November 9!

In this webinar, we’ll be covering strategies for setting up Financial Services Cloud for client onboarding to ensure a smoother experience. Whether you’re a bank, investment firm, or any financial entity looking to optimize your client interactions, we’ll be delivering actionable insights to streamline your operations.

SMI's Lead Architect for Banking, who has implemented Salesforce for top US banks like TIAA Bank, M&T Bank and Trust, Metlife, and others will host this webinar. We'll start with a presentation and wrap up with a Q&A – so get your questions ready!

RSVP here: https://sminnovations-436.my.webex.com/weblink/register/ra6ac2b3d76e1155f905bf5aae51d644f

10/23/2023

🏦 Is your financial services business deciding between Sales Cloud and Financial Services Cloud? While both have delivered stellar results for banks and other financial services institutions, Financial Services Cloud might be the better choice for more specialized, industry-specific capabilities.

Read our blog post on comparing the two below and reach out to be connected to a financial services-focused Salesforce consultant/subject matter expert to learn whether it's the right choice for your organization!

https://lnkd.in/gPEzmRzG

https://sminnovations.co/why-should-your-financial-services-business-choose-financial-services-cloud-over-sales-cloud/

Salesforce Financial Services Cloud (FSC) and Salesforce Sales Cloud are both popular customer relationship management (CRM) platforms offered by Salesforce. While Sales Cloud is a general-purpose CRM platform that can be customized for financial services institutions such as wealth management, insu...

10/05/2023

Missing our adventures at already! We’ll be back next year!

09/12/2023

Salesforce's biggest event is here, and our CEO Nima will be there! The rest of us will be tuning in virtually on Salesforce+.

Join us in exploring how we can use AI to transform businesses and everyday life in sustainable, helpful, accurate, and safe ways.

07/05/2023

Hoping you enjoy the fireworks, BBQs, or however you choose to celebrate this 4th of July! 🎆 🇺🇲

06/23/2023

Our sales team is growing with our next person to be based in the San Francisco Bay Area! We're looking for a seasoned senior account executive who can connect in person with our Salesforce contacts there, expanding our networks and maintaining our accounts.

⭐ For this role, we'd really like our candidate to have previously worked at Salesforce or at another Salesforce partner!

View more details and apply here: https://lnkd.in/gGbKuZQc

Or reach out to [email protected] if you have any questions and would like to contact us directly!

06/09/2023

✈️ Hello from Chicago! We've been having a fantastic time at Connections getting to know the Salesforce team better and seeing the gorgeous local office. So excited for future events 🎉 🥂

If we didn't get a chance to meet up, feel free to reach out to us anytime at [email protected]!

06/02/2023

📍 If you're coming to Salesforce Connections in Chicago next week, you'll catch our CEO Nima and Senior Account Executive Nick around!

Excited to connect and hear about what you learned at Connections!