Introduction:In the financial world, trust is everything. That trust begins the moment a customer starts their journey — often with a KYC (Know Your Customer) process that’s either frustratingly slow or worryingly opaque. But what if onboarding could be frictionless, real-time, and still 100% compliant? Today, banks, NBFCs, insurers, and […]
Author: Mayank Jaggi
Salesforce for MedTech Companies | CRM Strategy by Aekot
Salesforce + MedTech: Building Compliant, Scalable Platforms Introduction: Why MedTech Needs a New Kind of Platform Medical technology companies today are at the intersection of two powerful forces: the need to scale rapidly and the need to stay compliant. Whether it’s a startup launching diagnostic devices or an established player […]
Demystifying Agentic AI: A Business Leader’s Guide to Prompt Engineering with Salesforce
Why Prompt Engineering Matters More Than Ever It’s 2025, and AI is no longer just a buzzword — it’s a competitive differentiator. But for CXOs, VPs, and transformation leaders, knowing how to deploy AI effectively still feels like a black box. That’s where prompt engineering enters the conversation. Prompt engineering […]
Precision Medicine + CRM: Is Health Cloud the Missing Link?
Introduction: Bridging the Gap Between Clinical Innovation and Scalable Delivery Precision medicine has rapidly evolved from a bold concept to an essential strategy for modern healthcare. Its promise? Delivering personalized treatments based on a patient’s genetic makeup, lifestyle, and environment. But here’s the challenge: clinical insights alone don’t transform care […]
Real-Time Engagement in Payments: How Salesforce and Aekot Are Changing the Game
In today’s always-on world, speed is not a differentiator — it’s a baseline expectation. From tap-to-pay to UPI and instant ACH transfers, customers are used to lightning-fast payments. But here’s the problem: while money moves in milliseconds, most customer support still moves in hours. When a user faces a transaction […]
How a Digital Patient Journey Looks with Health Cloud + AI
Healthcare is in the midst of a digital reckoning. As patients become more tech-savvy and expect seamless, on-demand service, traditional healthcare systems are under immense pressure to evolve. Paper-based records, siloed communication, and fragmented care pathways are no longer acceptable. Enter Salesforce Health Cloud + AI. This powerful combination transforms […]
How Aekot Helps Businesses Modernize with Salesforce AI: Strategies, Insights, and Case Study
Introduction It’s 2025, and business leaders are feeling the pressure to evolve. The problem? Their tech stack wasn’t built for AI, real-time personalization, or automated decision-making. That’s where Salesforce (and Aekot ) come in. As a CRM consulting company in India, the UAE, and the US, Aekot’s Salesforce implementation strategy […]
From Friction to Flow: Aekot’s Salesforce Implementation Strategy for Insurance Claims
The Problem: Claims That Drag, Customers Who Leave In insurance, claims aren’t just a process — they’re the moment of truth. Yet, most insurers still rely on disconnected systems, manual handoffs, and frustrated customers who are left in the dark. What’s the cost? Lower retention, poor satisfaction scores, and missed […]
Meet Agentforce 3.0: Salesforce’s Smartest AI Agents Yet – Powered by MCP
In today’s business world, being fast is no longer enough. You need to be smart, scalable, and secure. That’s where Agentforce 3.0 comes in! Salesforce’s latest AI-powered platform that turns automation into real business value. And powering it all is a new standard: MCP or Model Context Protocol. Let us […]
The Rise of Autonomous Business Ops: What You Need to Know in 2025
In 2025, insurance is no longer just about risk management. It’s about operational intelligence.Welcome to the era of Autonomous Business Operations (ABO), where workflows don’t just run, they think, learn, and optimize themselves. What Are Autonomous Business Ops? Autonomous Business Operations use AI, automation, and data to handle complex business […]