Mastercard and Salesforce have agreed a new integration to enhance trust across the ecosystem. The collaboration is designed to help customers speed up transaction disputes and reduce costs ...

Salesforce.com is hoping that a quick technology refresh will help these organizations move on from the dark ages.The company recently introduced Salesforce1 for financial services. The solution ...

A second Salesforce-sponsored study - The COVID-19 Effects on the Financial Services Industry - found back in August that 20% of financial services professionals were unprepared to deal with the ...

Salesforce, the global leader in CRM, today released its latest Connected Financial Services Report, sharing insights from 9,500 financial services institution (FSI) customers worldwide, including ...

Salesforce has updated its Financial Services Cloud client relationship management (CRM) service with Einstein, the San Francisco company’s artificial intelligence engine. The idea is to help ...

Automated synchronization of financial accounts, positions, balances, transactions, tax lots and more Household-level investment visibility Multi-tiered matching logic for accurate data integration ...

Salesforce.com has added Einstein artificial intelligence capabilities to its Financial Cloud to give financial planners new analysis tools to assist clients and track the competitive landscape.

Salesforce has added corporate and investment banking tools to its Financial Services Cloud as well as integrations with Tableau so bankers can manage client relationships, analyze deals and share ...

Salesforce said there are two key components to its AI agents — Topics, which guides their behavior, and Actions, which enable them to take specific actions for financial services tasks.

Salesforce, the global leader in CRM, today released its latest Connected Financial Services Report, sharing insights from 9,500 financial services institution (FSI) customers worldwide, including ...