Access Global Group Summit Consulting Blog

For years, managing money has been as quick as a tap on a screen. Customers check balances while waiting in line for coffee, transfer funds between meetings, and apply for loans from their couches. But while digital banking has become second nature, banks are still catching up with how they engage customers. The decrease in physical branch visits and the increase in mobile banking presents banks with an interesting challenge.

Financial institutions often fail because their traditional data analysis methods and reactive service models fail to surface actionable insights about client satisfaction until it’s too late. This leaves relationship managers unable to deliver the personalized, proactive engagement needed to retain their most valuable clients.

With over 17 years of specialized experience in financial services, we’re more than just a Salesforce implementation partner – we’re data architecture experts who transform how organizations leverage their technology investments. Our platinum-rated solutions on AppExchange and G2 reflect our commitment to excellence,

The release of ChatGPT’s natural language processing capabilities to the general public has felt much like a tsunami. However, many companies have found it

Generative AI’s rise across various industries highlights the crucial role of high-quality data, not just for improving AI efficiency but also for reshaping user

The majority of holidays have come and gone, the ham has been eaten and the gifts have been given. All that remains is the final countdown before being

The majority of holidays have come and gone, the ham has been eaten and the gifts have been given. All that remains is the final countdown before being

Despite Jack Frost nipping at your nose, the shorter days, and longer nights, the world is aglow with the warmth of joy and anticipation of the holiday season!

In today’s rapidly evolving and fiercely competitive insurance landscape, refining sales processes and maximizing revenue serve as ways to guarantee your

As we stand at the cusp of 2024, and seemingly, a whole new frontier of digital innovation, the financial industry finds itself navigating through a maze of

In this article, we will explore which Salesforce features most benefit banks, common challenges that emerge after implementation, and what your bank can

AGG sat down to articulate the many reasons we’re genuinely thankful for Salesforce — let’s take a closer look at what makes this partnership so

We explore why customers are motivated to switch financial services institutions and how Salesforce can enhance customer experience of financial services.

We had the privilege of taking part in the 2023 edition of InsureTech Connect Vegas. In this article, we’ll break down some of the key points that captured our interest.

Check out these Salesforce horror stories from some of the leading professionals and MVPs within the world of Salesforce.