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Tag : Top 9 Salesforce Sales Intelligence Solutions | SalesWings

04 Jun 2019
making marketing automation great in marketing cloud for financial services

How Financial Services Companies using Salesforce Marketing Cloud can take Marketing Automation from “Good” to “Great”

This article was updated on December 8, 2025 with an up-to-date FAQ section. Today I am excited to speak with SalesWings partner Paul Gordon, Co-Founder and CEO of Bubblebox, a Canada based Salesforce Silver Consulting Partner that is serving 200+ clients such as Rockland Trust, GoEasy or College Avenue Student Loans proudly around all things Salesforce, marketing automation with 100+ Salesforce Marketing Cloud installations.   Paul Gordon: According to this article, consumers are now in charge, and the typical financial […]

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Expert Interviews 1
30 Oct 2018
financial-services-firms-salesforce-digitize-sales-and-marketing-processes

How Financial Services Firms can digitize their sales and marketing processes using Cloud Technologies like Salesforce while staying compliant with GDPR

This article was updated on January 16, 2026 with an up-to-date FAQ section. The financial services sector is in full digital transformation and catching up with some of the more dynamic industries. A set of macro-economic and demographic influences makes change inevitable. Consumer trends like eCommerce, more stringent regulations such as GDPR, and the growing globalisation are changing the way clients act – and impacting the way financial services firms need to be run. SalesWings, a lead intent profiling solution for […]

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Marketing Cloud / Salesforce 0
01 Sep 2025

Top 9 Salesforce Sales Intelligence solutions for the Financial Services Industry

Top 9 Salesforce-integrated Sales Intelligence solutions for the Financial Services Industry In financial services, high performers are 2.3 times more likely to use data-driven sales intelligence in their day-to-day selling than low performers. The catch is that most teams still struggle to unify intent signals, relationship context, risk flags, and share account insights inside Salesforce – where deals actually move forward. That gap shows up as sluggish speed-to-lead, weak prioritization, and stalled deals. At SalesWings, to solve for this we […]

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