Salesforce today launched Financial ... Capabilities available in Financial Services Cloud for Insurance Brokerages include the following: AI-Powered Client Engagement, which uses Data Cloud to create ...

Salesforce said Financial Services Cloud for Insurance Brokerages can help with the renewal of employees’ benefits plans renewals. It does that by consolidating plan tracking data into a single ...

Insurance firms or brokerages use three or more systems to service clients, and are looking to tie them into a unified system in which they can use real-time data to increase productivity and ...

The financial services ... Salesforce Flow and OmniStudio, businesses now have an opportunity to automate complex workflows, integrate disparate systems, and gain a 360-degree view of customer ...

ACORD Transcriber facilitates data extraction from any structured or unstructured insurance document. Salesforce's open platform will enable ACORD Transcriber within Financial Services Cloud ...

Financial Services Cloud connects and centralizes customer data from core banking ... allowing you to integrate your preferred Large Language Model (LLM) or AI platform seamlessly.

Then, financial services experts from Salesforce and AWS shared their perspectives on the challenges and opportunities related to data and technology for FSIs.

Salesforce is ... is grounded in a firm’s data, workflows, and compliance controls so every action conforms with internal policies and regulatory requirements. And because Agentforce is natively ...

We came across a bullish thesis on Salesforce, Inc. (CRM) on Compounding Your Wealth’s Substack. In this article, we will ...