Exploring six use cases for the practical application of artificial intelligence.

Are you administering permissions in Salesforce? Is this how it makes you feel? You are not alone. TLDR: The Best Practice for...

This credit union wasn’t getting traction with its planning services — until it let AI decide who to target. The Challenge Credit Union...

What if you could tell how your investors are feeling — without guessing? This fintech company used Einstein NLP to turn unstructured feedback into actionable investor sentiment.

Prioritization focuses resources on the right things at the right time. Instead of first-in, first-out, this CU now prioritizes based on...

A flood of repetitive, menial calls was slowing everything down. Now, agents take the front line — and reps focus on complex cases.

By automating and enhancing this (meeting prep) workflow, the team unlocked more capacity and accuracy.

When high-net-worth clients go quiet, it’s often a sign they’re preparing to leave. This firm used Einstein Discovery to identify the early signals — and saved over $40M in assets.

TL;DR: Here is the wrap-up of our list of things you should be considering as you reboot your business for 2024, focusing on Salesforce...

The Origins of our name Rule Six Consulting and Telling A Story While the actual origins of our Rule Six Consulting company name are...