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 ...

NEW YORK--(BUSINESS WIRE)--AppCrown, the pioneer and a leading turnkey integration provider for wealth management systems and Salesforce CRM, has enhanced existing integrations between Albridge with ...

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 ...

WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Advisor Services is developing a new app integration with Salesforce Financial Services Cloud, a significant enhancement for registered investment advisors ...

Last month Salesforce announced a slew of gen AI updates to its Financial Services Cloud (FSC) designed to tackle the “$83 billion problem” of customer chargeback disputes. At the time, Gaurav Mittal, ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Financial Services Cloud customers now have access to a suite of Onfido’s ...

Onfido, a provider of automated digital identity verification and authentication solutions, has made its Real Identity Platform services available for Salesforce Financial Services Cloud customers.

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 / ...

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, ...

Onfido, the global provider of automated digital identity verification and authentication announced that its Real Identity Platform services are now “available for Salesforce (NYSE: CRM) Financial ...