Finance

28 Sep Project Story: Optimizing Data Management and Customer Journeys for an Insurance Agency

Posted at 00:03h in Finance, Marketing Cloud, Sales Cloud by Mollie Durbin

A regional insurance agency needed an improved process for capturing policy information in Salesforce, as well as marketing to policyholders. Fast Slow Motion tailored a solution for them on the Salesforce platform using Custom Objects, Flow Builder, Marketing Cloud, Journey Builder, and more....

22 Jul Project Story: Creating a Comprehensive Data Management Solution for an Investment Advisory

Posted at 21:05h in Finance, Orion Connect, Sales Cloud by Mollie Durbin

FSM created a comprehensive data management solution for an investment advisory using Salesforce Sales Cloud and Orion financial software....

29 Apr Project Story: Creating Self-Service Functionality for a Retirement Account Administrator

Posted at 15:37h in DocuSign, Experience Cloud, Finance, Other Integrations by Mollie Durbin

Fast Slow Motion helped a provider of retirement account administration and education create self-service tools for clients....

Finance

28 Sep Project Story: Optimizing Data Management and Customer Journeys for an Insurance Agency

22 Jul Project Story: Creating a Comprehensive Data Management Solution for an Investment Advisory

29 Apr Project Story: Creating Self-Service Functionality for a Retirement Account Administrator

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