a senior director of Global Wealth & Asset Management Solutions & Strategy at Salesforce, one that has been available for some months (more on what makes it different in a bit). “We [Salesforce ...

Related: Willow Creek Wealth Management: Squeezing Maximum Value ... For example, we’ve had to do that with our Salesforce to push the data we want. Whether we must build it ourselves or use ...

When available, the apps will integrate Pershing X’s wealth management platform, Wove, with the Salesforce Platform and be “available through AppExchange for Salesforce customers using ...

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 ...

a comprehensive wealth management technology platform, today announced the closure of a $20 million USD Series B equity funding round. The round was led by Salesforce Ventures, with participation ...

Using Salesforce, RBC Wealth Management is driving success and reducing maintenance costs SAN FRANCISCO, Dec. 1, 2022 /PRNewswire/ -- Salesforce (NYSE: CRM), the global leader in CRM, today ...