Two powerhouse technology companies — Envestnet and Salesforce — have partnered to offer advisors a much broader, more streamlined platform on the cloud. Envestnet, a large wealthtech provider ...

Other capabilities pertain to employee benefits servicing. Salesforce said Financial Services Cloud for Insurance Brokerages can help with the renewal of employees’ benefits plans renewals.

Data is stored as Salesforce Knowledge Objects, and users can use the company’s Prompt Builder to create generative AI prompts. “As we evolve, we will be able to give you extra knowledge ...

At the forefront of this transformation is Sai Rakesh Puli, a Senior Technical Architect with 17 years of CRM expertise, specializing in Salesforce Financial Services Cloud, AI-driven automation ...

Financial Services Cloud for Insurance Brokerages gives brokers, producers, and account managers the tools needed to enhance collaboration, automate previously labor-intensive tasks, and offers a ...

To maximize the value of their data, financial services institutions (FSIs) are investing in technologies—like cloud and AI—to increase revenue, personalization, and productivity while ...

New York, Oct. 30, 2024 (GLOBE NEWSWIRE) -- Flourish, a platform that provides innovative access to financial products that help registered investment advisors (“RIAs”) improve their clients ...

NEW YORK--(BUSINESS WIRE)--AppCrown, the pioneer and a leading turnkey integration provider for wealth management systems and Salesforce CRM, has enhanced existing integrations between Albridge ...

Attune Solutions announced its launch of Attune WealthData, powered by BridgeFT – Financial Services Integration on Salesforce AppExchange, an enterprise marketplace for partner apps and experts ...

Salesforce introduced its AI layer, dubbed Einstein, in 2016. More recently, at the Salesforce World Tour event in NYC in May, all the company talked about was generative AI and Data Cloud, its in ...