Alternative Lenders Face Unclear Regulations in New York
With the economic downturn taking a toll on lenders and borrowers alike, more borrowers have turned to non-bank options for their funding. However, on the opposite side of this dilemma sits the federal agencies overseeing the activities of these lenders. The urgency...
Humans are Social Beings—and the Stock Market Shows the Same
Trade shows, weddings, vacations, family visits. Humans are social animals and it’s in our nature to stay connected. For hundreds of years, we were bound to paper mail at best. Then, air travel changed that all. But now with travel being risky (if even...
Security Spells Success for Financial Tech Companies During the Pandemic
Both businesses and individuals have taken the COVID health emergency as an opportunity to bring their operations online. As the number of remote financial transactions grows, more and more companies are trying to capitalize on this trend. However, with billions of...
Are you taking care of your financial health?
We’re finally beginning to understand how to care for our physical health in the pandemic. Wear your mask, keep a safe distance from other people, avoid crowded and poorly ventilated spaces. Simple enough, right? But what about the health of your finances? Just like...
Are you managing your data responsibly?
While we were gently easing into digitized life, the world decided it had other plans in mind. The infrastructure was there, but now tech has to adapt to the broad capabilities it has to serve. Is it ethical to record data on employees’ health? How do you keep workers...
The future of finance is uncertain, but some things are clear
When the world went digital, so did finance. Unlike many industries, finance had a fairly easy transition from in-person to virtual life. That said, when you consider how common things like virtual banking and virtual bill pay were even before the pandemic, it’s...
Advice from the Experts: Choosing the Right Salesforce Consultant
What good is your data doing if it’s not being used? While there are plenty of Salesforce apps for lenders, they’re only good if you understand how to use them. Fragmented data across multiple programs is harder to keep track of and interpret, costing crucial insights...
Funding frustrations: How to find help when the banks say no
With mounting financial pressure on borrowers and lenders, the economy is fighting to recover from the pandemic. Lenders and investors sat cautiously after the 2008 recession, leaving struggling businesses limited resources. However, will they act quicker this time?...
Rethinking Virtual Fundraising
How is your company making changes and adjustments to accommodate for social distancing? Maybe town hall meetings, or virtual happy hours? How about hosting a virtual Black Tie event? https://www.salesforce.org/3-creative-ways-nonprofits-rethinking-virtual-fundraising...
Remote Loan Management
Like many others that can’t get to their offices to work, lenders are finding it difficult to manage their day-to-day operations. How can we handle applications, evaluate borrowers, and service loans when all the information we need is sitting in a desktop computer or...
Breaking down Merchant Cash Advances & more!
As a Salesforce consultant specializing in Alternative Lending and Merchant Cash Advances, we often run across folks who aren't familiar with the industry, or all of the nuances with how the funding works. Of course, regulation and legal concerns are always...
Salesforce Optimizer to help Admins with productivity
Always looking ahead and looking for improvements, Salesforce has a great new feature on the horizon. Being released in Summer 2020 are some new, powerful features for the Salesforce Optimizer. "With the new Salesforce Optimizer Lightning app, you can now obtain a...
Is your underwriting team overloaded?
During the crisis, you may be seeing a surge in applications. At the same time, you may have set tighter lending criteria and be requiring more documentation to assess the creditworthiness of each borrower. The result is that it’s more difficult to make underwriting...
3 Reasons Why Projects Need Salesforce Architects
A Salesforce Architect does more than just implement a system. An architect works with your company to not only implement, but configure the system to better suit your needs, and recommends best practices and other products/apps that would give you a boost! Check out...
Salesforce unveils tools for a post-pandemic return to the office
Work.com contains apps and information resources to support organizations as business looks to resume operations in many countries.
The ‘‘6-Feet Office’’ — Designing Workplaces for the New Normal
Sourced through Scoop.it from: www.salesforce.com The future of work will look very different in the following months and years. Making adjustments to meet the changing needs of employees will be a huge necessity for companies of all shapes and sizes. .
Salesforce Director of Marketing Insights on Communicating to Customers During COVID-19
Six ways brands can communicate effectively to customers.
FUNDINGO is on the Salesforce AppExchange!
FUNDINGO is on the Salesforce AppExchange! Loan management software that allows alternative lending companies to streamline the entire process of originating, underwriting and servicing loans. For some lenders, the impact of the COVID-19 pandemic means a spike in applications for business loans. That’s putting a strain on loan management systems, making it difficult to…
Customer Service From Home: 4 Service Leaders on How to Support Remote Teams
Seasoned service experts share tips on how they help their work-from-home teams deliver exceptional service experiences in a time of increased contact volume.
Work.com
Sourced through Scoop.it from: www.salesforce.com For guiding businesses back to re-opening, Salesforce is always a good option. And not just because of the support options like these!