Wealth management is at a turning point. Investor expectations, regulatory pressures, and digital transformation mandates are converging to reshape how advisory teams operate. Clients today expect real-time information, proactive insights, and seamless engagement across every channel — whether speaking with a relationship manager, viewing their portfolio online, or responding to […]
Author: Mayank Jaggi
Clinical Trial Recruitment 2.0: Engaging Patients with Agentic AI on Salesforce
Clinical trial recruitment sits at the heart of medical innovation. Without timely patient onboarding, even the most promising therapies face delays, rising costs, and reduced impact. Yet recruitment remains one of the most operationally burdensome areas in healthcare and life sciences. The root problem? The system still relies heavily on […]
How to Optimize Email Campaigns with Salesforce Marketing Cloud
Email marketing is not dead, it is just changing. As a matter of fact, as per industry statistics, email achieves an average ROI of 42 to every dollar invested, which makes it one of the most economical digital channels. However, the true test is on how to make every message […]
Multi-Cloud Salesforce Integration Strategies That Work
The digital-first B2B world is rapidly moving towards businesses starting to integrate their sales, marketing, and service operations into a single smart ecosystem with Salesforce. However, as organizations grow, so do their clouds – Marketing Cloud, Sales Cloud, Service Cloud, Commerce Cloud, and more. It is no longer about switching […]
Remote Patient Monitoring with Salesforce: From Data to Decisions
Introduction Healthcare is leaving the hospital and entering the home.With Remote Patient Monitoring (RPM), wearable devices and IoT sensors are redefining how care teams connect, engage, and intervene.However, this transformation is not without challenges: disconnected systems, privacy concerns, and data overload threaten to derail progress. Salesforce Health Cloud, when implemented […]
Aekot at Dreamforce 2025 — Where Innovation Meets Impact
Introduction We’re thrilled to share that Aekot will be attending Dreamforce 2025 — Salesforce’s flagship event and one of the most anticipated technology conferences in the world! Dreamforce, held in San Francisco, brings together the global Salesforce community — from trailblazers and developers to executives and innovators — to learn, […]
Aekot at GITEX Global 2025 – Connecting, Collaborating, and Co-Innovating in Dubai
We’re thrilled to share that Aekot will be attending GITEX Global 2025 — the world’s largest tech and startup event, taking place in Dubai from October 13–17, 2025. As a Salesforce Crest-level partner, helping businesses transform digitally, Aekot will join global innovators, decision-makers, and technology leaders to explore the latest […]
Predictive Risk Management in Banking Using Salesforce Financial Services Cloud and AI
The Changing Face of Risk in Modern Banking For decades, risk management in banking was an exercise in reaction.By the time issues surfaced in reports, the damage — whether financial, operational, or reputational — had already occurred. But the modern banking world doesn’t afford that luxury anymore. With the explosion […]
From Implementation to Impact: Measuring ROI on Salesforce Projects in the First 90 Days
Introduction: Why the First 90 Days Define Salesforce Success The first 90 days after a Salesforce implementation are like a startup’s first quarter — they reveal what’s working, what’s not, and what needs to change. Many businesses across the UAE, USA, Singapore, and the UK assume that once Salesforce is […]
Fraud Prevention at Scale: Integrating Salesforce with Advanced Identity Solutions
Introduction: The Growing Fraud Challenge for Digital Businesses Financial services, insurance carriers, real-estate marketplaces, and high-tech SaaS companies are experiencing a perfect storm: customer interactions are almost entirely digital, while fraud tactics grow more automated and complex every quarter. Global reports estimate billions of dollars in annual fraud losses, with […]
