How Smart Banks Unleash Treasury Management’s Revenue Potential
Every morning, your treasury management professionals arrive at work and perform a familiar ritual: They log into system #1 for remote deposit capture limits. Then system #2 for ACH transactions. System #3 for wire transfers. System #4 for positive pay. And on it goes. Then comes the magic—an elaborate Excel spreadsheet that ties it all […]
Agentforce Powers Instant & Accurate Customer Support for Mortgage Leader
Designed and implemented an AI customer service assistant solution that seamlessly integrates Salesforce Agentforce into this organization’s Loan Servicing Platform—giving agents instant access to the information they need.
Smart Collections: Balancing Liquidity & Risk with Technology
Explore how to optimize your collections process using Salesforce Financial Services Cloud (FSC) and create a more efficient and customer-centric experience.
Unlocking Success with Financial Services: Best Practices & AI-Powered Insights
This insightful session explores how financial institutions can leverage data and AI to drive business value, improve efficiency, and enhance the customer experience.
CoverPoint Insurance Drives Sales Efficiency at Scale with Salesforce Financial Services Cloud
CoverPoint Insurance, part of Wright-Patt Credit Union, faced challenges with their initial Salesforce Financial Services Cloud (FSC) setup, which hindered their lead management and scalability.
How to Turn Banking Customer Complaints into Growth Opportunities with Salesforce
Learn how to streamline your complaint management process, enhance customer experience, and proactively mitigate risk with Salesforce Financial Services Cloud and data-driven insights.
Pulling growth levers within Salesforce: PE Strategies for Quick Wins & High ROI
The constant evolution of Salesforce’s products can make it challenging for private equity firms to prioritize which Salesforce features and tools will deliver the biggest impact for their portfolio companies. This is especially true in the early stages of implementation when resources are often limited. Coastal helps PE firms navigate this challenge by understanding their […]
Transform Retail Bank Sales with Salesforce & Spiff
Transform your retail bank’s sales performance with Salesforce Financial Services Cloud (FSC) and Spiff. Streamline goal setting, incentivize teams, and unleash data-driven insights.
Slack + Salesforce: The Finance Power Couple Boosting Team Performance
Uncover the power of Slack + Salesforce for financial services. This guide dives into real-world use cases, showcasing how to boost productivity, enhance collaboration, and stay ahead of the curve. Learn why this integration is a game-changer for financial teams.
Treasury Management
Modern treasury management demands a connected, customer-centric system like Salesforce Financial Services Cloud (FSC). With the right foundation, banks can uncover untapped revenue, strengthen client engagement, and better navigate challenges like loan delinquencies and rising competition.
Smart Collections: Balancing Liquidity and Risk with Salesforce
Financial institutions are walking an economic tightrope. Credit card and auto loan payments are increasingly late, a clear sign that organizations need to strengthen their collections approach. But on the other side of that tightrope is the opportunity for loan growth—and tightening up credit too much could mean missing out on good customers and stifling […]
The Guide to Salesforce Data Cloud for Financial Services
Discover the value of Salesforce Data Cloud with Financial Services Cloud for banks and credit unions. Learn about key features, real-world use cases, implementation considerations, and future trends.
Financial Services
Why Coastal for Financial Services Industry Leaders Industry Leaders Leaders come from industry and have decades of expertise working across all Financial Services segments. Problem Solvers Problem Solvers Technology acumen in conjunction with industry expertise leads to world-class innovation in problem-solving and solution design. 5/5 CSAT 5/5 CSAT Coastal is the #1 rated Salesforce consulting […]
Coastal Unveils New Financial Services Practice Under Leadership of Industry Veteran Jonathon “JP” Owens
Award-winning firm will offer full-breadth Salesforce consulting solutions for financial services organizations. Coastal, the top-ranked Salesforce consulting partner, has announced a new financial services practice, appointing industry veteran Jonathon “JP” Owens to run the new group. Coastal’s financial services practice offers multi-cloud solutions for all the sector’s sub-verticals, including banking, wealth and asset management, capital markets, […]
Fast Salesforce Org Merge
When you prioritize people above technology, you’ve already taken the first steps to create a successful change management strategy. Our culture-first approach means investing time in creating solutions centered around your workforce—a proven strategy that yields massive dividends. Don’t rely on band-aid solutions that create continual pain points; let us help you create a scalable, […]
Unified Business Insights
Fragmented data and siloed teams make it hard to see the big picture. Implementing a full Business Intelligence tool may seem daunting—the cost, the time, the disruption—but it doesn’t have to be that way. Coastal’s deep experience lets us quickly connect your current systems, providing a clear, executive-level view of your entire business lifecycle. We […]
