Salesforce

Behind the Scenes of Implementing Financial Services Cloud

Implementing New Tech for Financial Services

The financial services industry has a few extra things to look out for when implementing new technology than other organizations. Between evolving regulations and compliance requirements, having a tool that can grow with you is increasingly important, especially when everything seems to be moving to the cloud.

Creating an Environment for Change

The Digital Essentials, Part 3
The Digital Essentials, Part 3

Developing a robust digital strategy is both a challenge and an opportunity. Part 3 of the Digital Essentials series explores five of the essential technology-driven experiences customers expect, which you may be missing or not fully utilizing.

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Buckingham Strategic Wealth implemented Salesforce Financial Services cloud with Perficient and shares their perspective on how things went and the critical role change management played in the presentation below.

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“We know project success is dependent on two things: getting the technology right (which is not the hard part) and driving user engagement and adoption.” — David Chapman, Organizational Change Management Chief Strategist

To learn the exact steps taken to ensure adoption and accomplish ROI with this dynamic project, watch the full webinar Perspectives on a Salesforce Financial Services Implementation and then check out why financial institutions of all types turn to Perficient for their Salesforce needs in our Financial Services industry expertise.

About the Author

Marisa Lather is the Employment Branding Marketing Manager at Perficient and is proudly dedicated to developing the Perficient culture. Known as @MarketerMarisa, she is a data-driven design thinker who specializes in creating aesthetic brand experiences that delight. With an inbound marketing specialization in multimedia content creation and engagement, she develops and executes omnichannel campaigns, blending online and offline worlds to create data-informed content and affinity-building experiences for brands. She is actively engaged in the national marketing community, blogs about modern business, personal development, marketing and more at www.MarketerMarisa.com, and speaks at conferences about around the country. Connect with Marisa on LinkedIn and follow @MarketerMarisa on Twitter, Instagram, and Pinterest.

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