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 ...

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, with to ...

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

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 ...

This blog highlights Sai Rakesh Puli's impact on the financial services industry, his expertise in Salesforce, and his commitment to digital transformation and knowledge sharing. ⓒ 2025 ...

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 ...

Financial Services Cloud connects and centralizes customer data from core banking, wealth, and loan origination platforms, creating a single, unified view of the customer. This enables ...

NEW YORK, Oct. 9, 2024 /PRNewswire/ -- ACORD Solutions Group today announced an expanded collaboration with Salesforce, the #1 AI CRM, to integrate multiple ACORD Solutions Group capabilities ...

Salesforce’s Agentforce for Financial Services can automate front-office tasks and reduce administrative overhead without coding. Salesforce is offering Agentforce for Financial Services, a new set of ...

Salesforce (CRM) is doubling down on its strategy to expand Agentforce presence with the launch of ‘Agentforce for Financial Services.’ This new offering aims to help firms quickly deploy AI ...

Slack, a Salesforce-owned workplace messaging app, recently blocked other software firms from searching or storing Slack messages, The Information reported on Tuesday, citing a public disclosure.

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 ...