Salesforce has announced an expansion to its Financial Services Cloud to help financial advisors build deeper relationships with clients and become more productive by automating relevant client ...

Salesforce is launching a new edition of its Financial Services Cloud that targets the retail banking segment. The Financial Services Cloud initially was aimed at large firms looking to land more ...

PenFed is leveraging Salesforce to provide even more digital conveniences to members during a time of increased demand for remote services SAN FRANCISCO and TYSONS, Va., June 17, 2020 /PRNewswire/ -- ...

Having scaled the peaks of the global customer relationship management software market, cloud computing vendor Salesforce.com has now expanded into cloud solutions for industry verticals. Industry ...

Salesforce today announced the Lightning Experience, a major redesign effort spanning the company’s applications and devices. The effort starts with a revamp of the desktop version of Sales Cloud, ...

SAN FRANCISCO, June 9, 2021 /PRNewswire/ -- Salesforce (NYSE: CRM), the global leader in CRM, today announced Corporate and Investment Banking for Financial Services Cloud, new technology to help ...

Salesforce unveiled updates to its Financial Services Cloud that aims to unify the various silos within financial services companies and provide one holistic view of the customer. Also: Salesforce ...

The Salesforce Financial Services Cloud went live Tuesday with almost two dozen ecosystem partners already building solutions extending it to specific sectors of the financial services industry. The ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. More than 20 partners are joining Salesforce’s growing ecosystem to ...

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 ...

BOSTON--(BUSINESS WIRE)--Nucleus Research has published a case study showing Salesforce Financial Services Cloud delivered 188% ROI for its customer Sequoia Financial Group, with payback in 1 year.

The Salesforce product line has always been distinctly horizontal, meaning it’s a general set of tools that can be used across any industry. The company has left it to customers, partners and ...