Tag : Salesforce

InvestorFlow Announces AI Collaboration with Salesforce to Transform Private Markets
Artificial Intelligence Finance Fintech News

InvestorFlow Announces AI Collaboration with Salesforce to Transform Private Markets

GlobeNewswire
by GlobeNewswire0
Initial customer implementations demonstrate InvestorFlow AI powered by Einstein and Agentforce Agent Actions has the potential to accelerate fundraising, optimize capital deployment, and increase investor engagement InvestorFlow, the industry leading cloud-based platform powering alternative investment firms, today announced the next step in its collaboration with Salesforce, focused on delivering joint......
Cacheflow Launches Revenue Recognition to Simplify Accounting and Automate Financial Reporting
Fintech News

Cacheflow Launches Revenue Recognition to Simplify Accounting and Automate Financial Reporting

Business Wire
by Business Wire0
Partners with APPropoz REVvue to Automate Tracking and Reporting of Revenue for Salesforce Customers Cacheflow launched its Revenue Recognition product in partnership with APPropoz REVvue to provide software companies with a completely integrated quote-to-cash and revenue recognition solution. “REVvue is a powerful native Salesforce.com application that automates revenue management, forecasting,......
ExpandAP Launches the First-Ever Accounts Payable Automation App Built Natively on the Salesforce Platform
Artificial Intelligence Digital Payments News

ExpandAP Launches the First-Ever Accounts Payable Automation App Built Natively on the Salesforce Platform

PR Newswire
by PR Newswire0
The exclusive Salesforce-compatible app leverages artificial intelligence to provide 99.9% AP accuracy to small-to-midsize and enterprise businesses ExpandAP announced the launch of a first-of-its-kind artificial intelligence-powered expense, accounts payable (AP) and corporate credit card automation application built natively on the Salesforce platform. ExpandAP provides 99.9% AP accuracy to small-to-midsize and......
Envestnet and Salesforce Partner to Enhance Experiences for Financial Planners
Finance Fintech News

Envestnet and Salesforce Partner to Enhance Experiences for Financial Planners

PR Newswire
by PR Newswire0
Partnership to Provide Seamless Financial Planning Experiences for Financial Services Customers in the United States Envestnet, a leading provider of integrated technology, intelligent data, and wealth solutions, and Salesforce, the global leader in CRM, today announced a partnership to deliver a connected and seamless financial planning experience for Envestnet customers using......
Bold Penguin Teams Up With Salesforce Financial Services Cloud To Automate Commercial Insurance Lifecycle
InsurTech News

Bold Penguin Teams Up With Salesforce Financial Services Cloud To Automate Commercial Insurance Lifecycle

PR Newswire
by PR Newswire0
Bold Penguin products are now available on Salesforce AppExchange, allowing customers to more easily transfer data between Salesforce Financial Services Cloud (FSC) and Bold Penguin in near real time Bold Penguin announced a collaboration with Salesforce, launching Bold Penguin Terminal and SubmissionLink on Salesforce AppExchange, a leading enterprise marketplace for partner apps and experts. The new product......
The Gershman Group Partners with LPL's New PWM Platform
Fintech News

The Gershman Group Partners with LPL’s New PWM Platform

PR Newswire
by PR Newswire0
The new platform, blending independence with employee benefits, represents a game-changer in the industry, positioning LPL as a formidable competitor against the likes of UBS, Morgan Stanley, and Merrill Lynch. Roger Gershman of The Gershman Group who is known to represent the who’s-who of elite advisors for both banks and independents believes LPL’s launch......
Finastra Hires Chief Technology Innovation Officer
Fintech News

Finastra Hires Chief Technology Innovation Officer

Fintech News Desk
by Fintech News Desk0
Mike Stawchansky to drive all customer technology and innovation initiatives Finastra announced the appointment of Mike Stawchansky to the role of Senior Vice President, Chief Technology Innovation Officer. Mike is working in the Office of the CEO and is responsible for Finastra’s customer technology and innovation initiatives.  Mike said, “I......
Revolutionizing Ecommerce: Adspace's Trailblazing Strategies for Digital Marketing Success
E-commerce News

Revolutionizing Ecommerce: Adspace’s Trailblazing Strategies for Digital Marketing Success

PR Newswire
by PR Newswire0
In a significant move to reshape the landscape of ecommerce advertising, Adspace revealed its innovative suite of digital marketing services. This strategic unveiling positions Adspace not just as a service provider but as a pioneer at the intersection of technology and commerce. The full-service marketing agency is committed to driving......
FPT Hits One Billion USD Revenue in Global IT Services for the First Time
Finance Fintech News

FPT Hits One Billion USD Revenue in Global IT Services for the First Time

Business Wire
by Business Wire0
Global technology corporation FPT has surpassed one billion USD in the global IT services segment, generated by its subsidiary FPT Software. This marks FPT as the first Vietnam-headquartered tech firm to reach this milestone, underscoring its sustainable growth, steadfast commitment to innovation, and dedication to client satisfaction. In 2023, the......
Broadridge Launches New Financial Advisor Productivity Integrations for Salesforce Financial Services Cloud Customers
Lending News

Broadridge Launches New Financial Advisor Productivity Integrations for Salesforce Financial Services Cloud Customers

PR Newswire
by PR Newswire0
Broadridge’s books and records data consolidation, securities lending and financial advisor marketing systems will help Salesforce customers streamline workflows and enhance advisor productivity Broadridge Financial Solutions announces a collaboration with Salesforce to help wealth management firms scale their businesses, accelerate digital transformation, reduce cost, mitigate risk and increase advisor productivity. Through......
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