Salesforce.com will also announce that Merrill Lynch will deploy the Wealth Management Edition to its 25,000 financial advisors.

With the combined power of Salesforce Financial Services Cloud and Pershing X’s Wove solution, wealth management firms can use one unified platform to help their advisors accelerate productivity ...

Prime Capital Investment Advisors: If It’s Not In Salesforce, It Didn’t Happen CFO Brian Dillbeck explains how deep integration within the CRM of the $24.4 billion AUM firm makes client data ...

If you're aiming to stand out in the Salesforce ecosystem, earning the Financial Services Cloud Accredited Professional ...

RBC Wealth Management turned to Salesforce to help its teams deliver the insights and tools they needed to make it easier for their advisors to provide the superior experience their clients had ...

Founded in 1999, Salesforce enables companies of every size and industry to take advantage of powerful technologies – cloud, mobile, social, internet of things, artificial intelligence, voice ...

Designed for wealth management professionals, financial advisors, bank/loan officers, sales professionals and customer success managers, the new Personal Booking Pages feature provides existing ...

Salesforce.com officially unveiled its new software for the wealth management industry, confirming rumors that it won a 25,000-seat contract with Merrill Lynch to deploy the application. By itself, ...

“We’ve built and used our own version of the Salesforce wealth management platform for a decade,” says Gail Graham, United Capital’s chief marketing officer. “We’re focused on the ...