What does a robust custodian integration project look like for a wealth management firm?
ApostleTech’s wealth management client needed access to detailed reports and dashboards to analyze data for decision-making and strategy purposes and we developed a custom Financial Service Cloud (FSC) using the Salesforce platform.
Identifying dormant customers in your database and tips for reengagement
Dormant customers or inactive customers are former customers who no longer react to your sales and marketing requests. In order to categorize a customer as dormant you must begin by identifying who they are.