ShellBlack Scales Salesforce Financial Services Cloud Integration Needs with AppCrown’s Managed Turnkey Industry Integrations for Wealth Management, Bank and Brokerage NEW YORK--(BUSINESS ...

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 ...

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 ...

TORONTO, Nov. 18, 2019 (GLOBE NEWSWIRE) -- Zafin, a leading provider of product and pricing control solutions for financial institutions, today announces the launch of Zafin Pricing for Salesforce, a ...

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 ...

Attune Solutions announced its launch of Attune WealthData, powered by BridgeFT – Financial Services Integration on Salesforce AppExchange, an enterprise marketplace for partner apps and experts, ...

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 ...

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 ...