Tag : Salesforce

Hedge Funds Harnessing Sell-Side Intelligence To Augment Their Own Internal Research Using Navatar, Built For Salesforce
Fintech Investment Services Investments News

Hedge Funds Harnessing Sell-Side Intelligence To Augment Their Own Internal Research Using Navatar, Built For Salesforce

GlobeNewswire
by GlobeNewswire0
Traders talk to salespeople at banks and brokerages every day. They gather a lot of valuable information from these interactions, most of which is never saved. Savvy hedge fund managers are now beginning to capture all of this information to create intelligence that augments their own internal research in informing......
Deloitte Digital Unveils Agentforce Accelerators in Collaboration With Salesforce and Anthropic for Trustworthy LLM Use Cases in Highly-Regulated Industries
Artificial Intelligence Fintech News

Deloitte Digital Unveils Agentforce Accelerators in Collaboration With Salesforce and Anthropic for Trustworthy LLM Use Cases in Highly-Regulated Industries

PR Newswire
by PR Newswire0
The new solution integrates Generative AI capabilities powered by Amazon Bedrock with extensive compliance features to help ensure safety, trust and innovation  Deloitte Digital today launched Agentforce accelerators, developed in collaboration with Salesforce and Anthropic, to help enterprises in highly regulated industries, including wealth management, retail banking, life sciences and......
Zennify Acquires Terazo, Doubling Down on AI and Data Engineering for Regulated Industries
Analytics Artificial Intelligence Fintech News

Zennify Acquires Terazo, Doubling Down on AI and Data Engineering for Regulated Industries

PR Newswire
by PR Newswire0
Terazo’s engineering capabilities meet Zennify’s industry expertise to address the growing demand for data and AI transformation Zennify, a data-first technology consultancy specializing in financial services, announced it has acquired Terazo, a leading digital engineering firm renowned for its AI, API, and application development capabilities. The acquisition brings together Zennify’s......
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......
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