Improved Efficiencies for Advisors to Access Clients’ Held-Away Assets like Cash Through Salesforce as well as Practifi, Salentica Elements, and XLR8 IntegrationsNew York, Oct. 30, 2024 (GLOBE ...

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 ...

The new integration aims to give advisors fuller visibility over clients’ wealth journeys with ... integrating its MoneyGuide planning capabilities with Salesforce’s Financial Services Cloud.

The partnership, which extends to CRM leaders Practifi, XLR8, and Salentica will give advisors a smoother path toward managing their clients' held-away cash assets.

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 ...

New integration enables insurance account managers, agents, and brokers to access real-time quotes and bind policies from directly within Salesforce Financial Services Cloud (FSC) NEW YORK, NY ...

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 ...

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 ...

New York, Oct. 30, 2024 (GLOBE NEWSWIRE) -- Flourish, a platform that provides innovative access to financial products that help registered investment advisors ("RIAs”) improve their clients' ...

Improved Efficiencies for Advisors to Access Clients' Held-Away Assets like Cash Through Salesforce as well as Practifi, Salentica Elements, and XLR8 ...