Salesforce Inc. today launched a new suite of features called Salesforce Foundations to help larger businesses that span multiple industries unify their sales operations. In addition, it provides free ...

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 ...

Financial services firms face strict data security regulations, outdated legacy systems, and scalability limitations. Cloud solutions help address these challenges. These platforms allow firms to ...

BERWYN, Pa., May 13, 2024 /PRNewswire/ -- Envestnet, a leading provider of integrated technology, intelligent data, and wealth solutions, and Salesforce, the global leader in CRM, today announced a ...

The time might finally be right for small- to midsize-registered investment advisory firms to include Salesforce—specifically Financial Services Cloud for Financial Advisors—when they are looking for ...