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5 Things BFSI Companies Running Salesforce Need to Know

What constitutes good governance for Banks, Financial Services Companies and Insurers running Salesforce in 2021?

Salesforce and related products have long been the CRM of choice, but these platforms are evolving.

Today, many organizations are utilizing these platforms for business activities that fall outside the scope of sales and marketing, effectively changing their approach to governance.

The Kravit Group and Strongpoint collaborated to provide 5 key recommendations for BFSI companies to build more effective governance and compliance from the ground up in the heavily regulated FinServ industry.

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