CRM solutions like Salesforce help thousands of financial advisors efficiently manage client data, automate marketing efforts, and build client relationships.

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 ...

The new integration aims to give advisors fuller visibility over clients’ wealth journeys with unified financial and behavioral data.

Attune Solutions announced its launch of Attune WealthData, powered by BridgeFT – Financial Services Integration on Salesforce AppExchange.

Flourish, the fintech platform dedicated to helping RIAs improve financial outcomes for clients, is bolstering its support for advisors with a new data integration partnership.

“With Onfido’s integration available for Financial Services Cloud customers, organizations now have the technology in one platform to easily make verifying customer identities more secure.” ...

Salesforce Inc. is folding generative artificial intelligence capabilities into Anypoint Code Builder, an integration platform from its MuleSoft subsidiary, the company announced today.

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 ...

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' ...