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 ...

Salesforce Inc. has unveiled a series of prebuilt templates for creating AI agents that can perform the duties of loan officers, banking and insurance agents, financial advisers and more. The ...

Broadridge's books and records data consolidation, securities lending and financial advisor marketing systems will help Salesforce customers streamline workflows and enhance advisor productivity The ...

SAN FRANCISCO--(BUSINESS WIRE)--Onfido, the leading global provider of automated digital identity verification and authentication announced that its award-winning Real Identity Platform services are ...

NEW YORK--(BUSINESS WIRE)--TrueNorth.co, a global fintech software development company, today announced it will add a new core business unit to begin scaling its multi-cloud expertise on the industry ...

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, ...

NEW YORK, April 14, 2021 /PRNewswire/ — Even Financial, a platform for financial services search, acquisition, and monetization, today announced the launch of ‘Financial Products for Salesforce’ – ...

Salesforce launched Personalized Financial Engagement, a new solution to help financial institutions use AI, real-time data and CRM to manage customers’ financial plans and deliver intelligent, ...