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 ...

Broadridge's books and records data consolidation, securities lending and financial advisor marketing systems will help Salesforce customers streamline workflows and enhance advisor productivity The ...

WILMINGTON, N.C., Dec. 21, 2023 (GLOBE NEWSWIRE) -- nCino, Inc. (NASDAQ: NCNO), a pioneer in cloud banking for the global financial services industry, today announced an expanded partnership with ...

Envestnet is looking to help deliver a seamless financial planning experience for advisors and financial services professionals in the US through a landmark enterprise technology collaboration. The ...

Rocket Mortgage, a division of Rocket Companies RKT has teamed with Salesforce CRM in a partnership that will make the Detroit-based company's mortgage origination technology available to banks, ...

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 ...

ShellBlack Scales Salesforce Financial Services Cloud Integration Needs with AppCrown’s Managed Turnkey Industry Integrations for Wealth Management, Bank and Brokerage NEW YORK--(BUSINESS ...

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 ...

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 ...

Sometimes, success in business is all about being the right people in the right place at the right time. That certainly seems to be the case for Zennify, a consulting firm specializing in financial ...