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 ...

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 ...

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 ...

The time might finally be right for small- to midsize-registered investment advisory firms to include Salesforce—specifically Financial Services Cloud for Financial Advisors—when they are looking for ...

Salesforce launched Personalized Financial Engagement, a new solution to help financial institutions use AI, real-time data and CRM to manage customers’ financial plans and deliver intelligent, ...