Salesforce Inc. said today it’s bringing artificial intelligence technology into the insurance industry vertical with a new platform called Financial Services Cloud for Insurance Brokerages ...

Salesforce on Wednesday launched Agentforce for Financial Services, which will allow financial services users to automate routine front-office tasks—like loan recommendations, client meeting ...

Salesforce is offering Agentforce for Financial Services, a new set of pre-built, role-based AI agent templates that augment financial services teams with digital labor and automate key front-office ...

AppCrown fuels Financial Services Cloud with critical client data, and ShellBlack makes this information actionable - through visualizations, workflow automations, and analytics to deliver an ...

Data Cloud for Flow links the company’s workflow automation with structured and unstructured data stored in a lakehouse, which is a cross between a data lake and a data warehouse.

With the new capabilities coming in Financial Services Cloud for Insurance Brokerages, Salesforce aims to streamline time-consuming policy servicing and commission processing tasks.

CRM solutions like Salesforce help thousands of financial advisors efficiently manage client data, automate marketing efforts, and build client relationships. Over 850 RIAs use Flourish Cash ...

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 ...

“We’re thrilled to be integrating Onfido’s identity verification services for Salesforce Financial Services Cloud customers,” said Onfido CMO Nate Skinner.

Agentforce is available now for Financial Services Cloud customers, with additional features anticipated in Salesforce’s Summer 2025 release.