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.

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...