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
If your branch teams can’t see how their daily efforts connect to their goals and comp, your incentive program isn’t doing what you think it is.
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.
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 […]