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Sunday, May 17, 2026
money2020 Europe x FFNews

Salesforce Introduces Salesforce Financial Services Cloud: Transforming the Client-Advisor Relationship

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

  1. Nuvo and Avalara Launch AI Integration to Eliminate Tax Compliance Gaps and Accelerate B2B Customer Onboarding Read more
  2. Lumin Digital Unveils Lumin Solaire, an AI-Native Intelligence Layer Embedded In Its Compounding Growth Platform Read more
  3. Sturgis Bank Partners with MANTL to Transform Business and Retail Account Opening Across All Banking Channel Read more
  4. Redbridge: Visa’s Commercial Enhanced Data Program (CEDP) – What Merchants Are Really Facing Read more
  5. TSAM London: FE fundinfo on Mastering Data and Unifying Operations in Asset Management Read more
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