Salesforce has landed a big customer for its financial services cloud, as it aims to use Einstein to bolster relationship management for advisors. Salesforce updates Service Cloud with more ...

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 ...

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 ...

Financial Services Cloud is available for enterprises in monthly and annual subscriptions across various categories. Monthly subscriptions start at $300 per month and go up to $700 per month with ...

Salesforce today launched Financial Services Cloud (FSC) for Insurance Brokerages, an artificial intelligence-powered solution to help insurance brokerages automate and streamline processes like ...

Financial Services Cloud customers now have access to a suite of Onfido’s services, including Onfido’s library of global identity verification tools, Studio, Onfido’s identity orchestration ...

Two powerhouse technology companies — Envestnet and Salesforce — have partnered to offer advisors a much broader, more streamlined platform on the cloud. Envestnet, a large wealthtech provider ...

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 ...