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 launched Financial Services Cloud (FSC) for Insurance Brokerages, an artificial intelligence-powered solution to help insurance brokerages automate and streamline processes like ...

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 ...

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 ...

Financial services firms face strict data security regulations, outdated legacy systems, and scalability limitations. Cloud solutions help address these challenges. These platforms allow firms to ...

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 ...

After lagging behind other industries for years, the financial services industry is experiencing a swift and fundamental shift toward cloud computing. This disruptive transformation is revolutionizing ...

Featuring Alex Clemente, Managing Director, Harvard Business Review Analytic Services (HBR-AS); Greg Jacobi, VP & GM, Salesforce Banking Solutions Strategy; and Sachin Tandon, Global Banking Business ...