Salesforce on Wednesday launched Agentforce for Financial Services, which will allow financial services users to automate routine front-office tasks—like loan recommendations, client meeting ...

(Bloomberg/Brody Ford) — Salesforce Inc. projected lackluster quarterly sales growth, suggesting its artificial intelligence product isn’t yet paying off as quickly as hoped in the face of competition ...

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 ...

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 ...

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 new Salesforce offering is designed to support insurers, banks and wealth management companies looking to offload administrative work. Salesforce on Wednesday launched Agentforce for Financial ...