Financial Services companies work with vast amounts of complex information on a daily basis. That presents a challenge to specialists in Wealth Management, who pride themselves on delivering a highly personalised service to clients. Thanks to cloud computing however, it’s getting easier for even boutique firms to deliver exceptional services levels despite information complexity. One example is Chadwick’s, a UK-based firm of specialist wealth managers.
Investec Asset Management reached a significant milestone in their Cloudfind rollout recently, so it was great to be able to commemorate in person with users! The project at Investec Asset Management reflects the challenges faced by many of today’s enterprises: giving users of complex, high volume information a rapid way to get to what they need. We’re thrilled that many
We’re delighted to share an incredible story from one of Cloudfind’s newest customers who integrated Dropbox and Salesforce: the Elliot Katzovitz Insurance Agency. Like many SMBs, they chose market-leading cloud apps to support their business: Dropbox and Salesforce. But like many SMBs, they also found that these alone could not provide the speed and everyday efficiency they needed in a complex, information-rich environment.
A Case Study in Managing Complex Information Across a Mobile Team Club of Hamburg is a foundation that promotes ethical business practices as an integral part of business success. From its Hamburg headquarters, it runs workshops and publishes research for business leaders and entrepreneurs. The goal is to provide practical tools, insights and guidelines for business owners looking to develop
In a business where information is continuously growing, how do you ensure users get to what they need quickly? This was the challenge facing Investec Asset Management, a global leader in investment management, with some $117bn under management for its clients. On a daily basis their Client Services team needed to instantly tap into the latest reports, fact sheets and
File sharing and collaboration platforms such as Box, Google Drive and Dropbox now have millions of workplace users. More importantly, they now host billions of files. The sorts of files that Salesforce users need quick access to on a daily basis. Consequently, integration between the two is becoming a necessity, not a “nice to have”. But with multiple ways to combine Salesforce
Over the past two years, Salesforce has been steadily building bridges towards alternative stores of corporate information, a strategy referred to by some commentators as a “truce” with the likes of Box, Dropbox – and now Microsoft. The strategy reflects an important reality of the cloud – that as businesses move away from on-premise enterprise apps, they are also likely to establish
At Cloudfind, we’re committed to helping businesses find, share and organize information in the easiest, most natural way possible. So we’re thrilled to be releasing enhancements today that bring the Cloudfind integration between Salesforce, Dropbox, and Google Drive to a wider set of people. From today, teams comprising both Salesforce and non-Salesforce users can experience: consistent, automatic tagging finding relevant documents from Google Drive
Whether this is your first time at Dreamforce or you’re a veteran, here are our tips to help you have a productive week at Dreamforce. With an incredibly full agenda to engage with, there are essential practical considerations to make sure you stay in good shape: Set some objectives. Dreamforce isn’t really a single event. It’s more like a dozen related events all
While Salesforce is capable of storing files of all kinds, there are some practical reasons why you might want or even need to consider integrating Salesforce with Dropbox: 1. Users love Dropbox! As recent reports demonstrate, workplace users of file sync-and-share are very attached to the products that work well. With 300m users (and many millions of workplace users), Dropbox