This bank would save tons of money if teammates were given proper access and classification. Also, if our systems actually “talked” to each other. It’s so stressful and time-consuming to manually track inputs just to ensure system accuracy across so many siloed credit delivery systems. We went from end-to-end credit originating, booking, and serving to using too many different credit delivery systems that often contain conflicting data, considering the lack of integration.
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To be fair, Salesforce is essentially a scam (software as a service is like being a cuckold)
Truist is paying the penny level of service for Salesforce and Wealthscape. The systems don’t talk to each other or even to Outlook because Truist hasn’t paid for that level of service. It’s horrible. Wealth side is in the process of a major Salesforce cleanup due to a conversion sc--w-up that happened 4 years ago because the data didn’t map over correctly so wasting time on that and being told “you better fix it!” That is because they are afraid of FINRA discovering the problem and fines being levied.
Agree. It’s a shame when the client note numbers are different based on which system is being used for access.
It’s not just credit delivery it’s all our systems..