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 ...

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 ...

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 ...

SAN FRANCISCO & GENEVA--(BUSINESS WIRE)--Temenos (SIX: TEMN), the banking software company, today announced the availability of Infinity Digital for Salesforce that brings together the worlds of CRM, ...

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 ...

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 ...

Salesforce today at its World Tour NYC event introduced expanded financial services offerings built specifically for banking, wealth management, and insurance firms. Salesforce for Financial Services ...

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. The wealth tech ...

Caroline McCarthy, a CNET News staff writer, is a downtown Manhattanite happily addicted to social-media tools and restaurant blogs. Her pre-CNET resume includes interning at an IT security firm and ...

Data readiness, auditability, industrialized delivery models shape investments, ISG Provider Lens® report says ...