SAN FRANCISCO--(BUSINESS WIRE)--Onfido, the leading global provider of automated digital identity verification and authentication announced that its award-winning Real Identity Platform services are ...

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 ...

Salesforce Inc. has unveiled a series of prebuilt templates for creating AI agents that can perform the duties of loan officers, banking and insurance agents, financial advisers and more. The ...

BERWYN, Pa., May 13, 2024 /PRNewswire/ -- Envestnet, a leading provider of integrated technology, intelligent data, and wealth solutions, and Salesforce, the global leader in CRM, today announced a ...

Salesforce launched Personalized Financial Engagement, a new solution to help financial institutions use AI, real-time data and CRM to manage customers’ financial plans and deliver intelligent, ...

The time might finally be right for small- to midsize-registered investment advisory firms to include Salesforce—specifically Financial Services Cloud for Financial Advisors—when they are looking for ...

The financial services industry is undergoing a massive transformation driven by the need for enhanced customer experiences, regulatory compliance, and operational efficiency. As technology evolves, ...