Salesforce Introduces Salesforce Financial Services Cloud: Transforming the Client-Advisor Relationship
By FF Newsroom · 12 May 2015
Salesforce Financial Services Cloud empowers advisors to build deeper 1-to-1 client relationships, be more productive and engage with clients everywhere
Salesforce Financial Services Cloud developed with leading wealth management firms including AIG Advisor Group, Northern Trust and United Capital
Salesforce partners Advisor Software, Informatica and Yodlee extend functionality with apps for portfolio rebalancing, data integration and account aggregation