Turn on CNBC during almost any trading day and you’ll see and hear plenty of AI buzz that sounds great, and may look great in a deck, but falls short in regulated industries. For financial services firms, AI must do two things at once: unlock genuine business value and satisfy strict compliance, privacy, and audit […]
Posts Tagged ‘salesforce’
For Manufacturing Leaders: Rethink Aftermarket Service with AI at Dreamforce
The future of service isn’t reactive; it’s intelligent, predictive, and AI-powered. At Dreamforce 2025, join Perficient and Salesforce for a roundtable built for manufacturing leaders looking to modernize their service strategy. If you’re responsible for uptime, field service, or asset performance, this session is for you. Take part in a focused, 40-person discussion where […]
Sarah McDowell Helps Clients Build a Strong AI Foundation Through Salesforce
We’re not only embracing the future at Perficient—we’re building it. As a global AI-first consultancy, we empower our people to lead with innovation, curiosity, and compassion. Our teams are helping the world’s most admired brands harness the power of generative AI to reimagine customer experiences, streamline operations, and drive meaningful transformation. At the heart of […]
Breaking Down Barriers: How FSC Solves Financial Services’ Biggest Challenges
The financial services industry is undergoing significant change. While there’s real opportunity for growth and innovation, firms also face tough challenges, like disconnected data systems, the complexities of adopting AI effectively, and increasing pressure to retain customers. As 2025 wraps up, one thing is becoming clear: outdated technology and fragmented data strategies are making it […]
Winning the Next-Gen Investor: Preparing for the Great Wealth Transfer
The financial services industry stands at the edge of the largest wealth transfer in history. Over the coming decades, an estimated $124 trillion will shift from Baby Boomers to their heirs, primarily Gen X, Millennials, and eventually Gen Z. This generational shift brings both complexity and opportunity. Firms that take time to understand the evolving expectations of […]
External Forces Reshaping Financial Services in 2025 and Beyond
The financial services industry is entering a new era defined by rapid transformation, constant disruption, and unprecedented opportunity. Digital-first client expectations, shifting demographics, and evolving market dynamics are reshaping how institutions operate, engage, and grow. At the heart of this evolution is a powerful convergence: the rise of AI, the acceleration of intergenerational wealth transfer, […]
My Experience at the Salesforce Nagpur Ohana Gathering – June 2025
Hello Trailblazers! Last week, I had the amazing opportunity to attend the “Salesforce Nagpur Ohana Gathering June 2025.” This Meetup was packed with knowledge-sharing, networking, and inspiration. The event brought together passionate Salesforce professionals and featured insightful sessions from four expert speakers. Each session focused on a crucial aspect of the Salesforce ecosystem—from SOQL optimization to […]
Salesforce to Databricks: A Deep Dive into Integration Strategies
Supplementing Salesforce with Databricks as an enterprise Lakehouse solution brings advantages for various personas across an organization. Customer experience data is highly valued when it comes to driving personalized customer journeys leveraging company-wide applications beyond Salesforce. From enhanced customer satisfaction to tailored engagements and offerings that drive business renewals and expansions, the advantages are hard […]
Salesforce Health Cloud Demo: Provider Search & Network Management in Action
Choosing the right healthcare provider shouldn’t be a guessing game. With Salesforce Health Cloud’s out-of-the-box provider search functionality, organizations can empower both support staff and patients to quickly and accurately locate in-network providers that match specific needs without complicated custom code. In our latest demo, Jideofor Onyeneho, Lead Technical Consultant, and Lauren Faig, Salesforce Solution […]
So, You’re Going to Dreamforce 2025? Here’s Everything You Need to Know
Dreamforce isn’t just a tech conference. It’s the Super Bowl of Salesforce. The Oscars of AI. The Coachella of cloud computing. And if you’re heading to San Francisco October 14–16 (or tuning in via Salesforce+), we’ve got your back with the only guide you need. Whether it’s your first time or your fifteenth, this year’s […]
Unlocking AI-First Strategy at Agentforce World Tour Boston
We’re heading to Agentforce World Tour Boston to connect, learn, and talk AI-first strategy. As the momentum around generative AI grows, so does the urgency to act. Companies across healthcare, life sciences, and financial services are under pressure to operationalize it without adding risk or complexity. If you’re joining us in Boston, here’s what you […]
Agentforce Release Event: See What’s New for AI
Salesforce is about to launch Agentforce 3.0, and it marks a major leap forward in how enterprises manage a hybrid workforce of humans and AI agents. The platform is designed to help organizations scale digital labor with more visibility, more flexibility, and more trusted AI performance. Launching June 23 on Salesforce+, Agentforce 3.0 introduces: A […]