today announced an integration with Salesforce Financial Services Cloud, the leading automated customer relationship management (CRM) software for financial services, allowing RIAs to prefill Flourish ...
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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 ...
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 / ...
A former human resources partner with Genesys Cloud Services Inc. is suing the cloud software company alleging discrimination and retaliation in violation of the Americans with Disabilities Act.
Fintech SaaS (Software-as-a-Service) is changing the way financial services operate by offering cloud-based solutions. These innovative technologies help businesses manage payments, assess risks, and ...
Financial-services companies provide a wide range of vital services to millions of people—including credit cards, wealth and asset management, and products and research to make investing easier.
This allows the Bank to offer a wide range of financial products and services to residents of Singapore," the lender said in a statement. HDFC Bank will continue to provide loan-related administrative ...
Acumatica has released a new “edition” of its cloud-based enterprise resource planning (ERP) software tailored to the needs of mid-size professional services firms. The number of potential cus ...
Discover how Salesforce's Financial Services Cloud for Insurance Brokerages is set to transform insurance brokerages with cutting-edge AI technology This week sees Salesforce, the American giant in ...
Salesforce has announced the launch of its new AI-powered solution that will help insurance brokerages - Financial Services Cloud for Insurance Brokerages This week, American cloud-based software ...
Salesforce aims to do just that with Financial Services Cloud for Insurance Brokerages, which will become generally available in February 2025. The new offering will combine fundamental products ...