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Saturday, June 13, 2026
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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. TradeStation Expands into Europe, Unlocking Full U.S. Trading Experience for Retail and Institutional Investors Read more
  2. ING Hires Aled Patchett to Lead UK Sector Strategy Read more
  3. Prosci: Mitigating Human-Side Friction: Deploying Research-Backed Change Management and Executive Coaching Rails Read more
  4. MNP and Caseware Partner to Build the Future of Agentic Audit Read more
  5. Driving Sustainable Profit in Fintech with Torus, payabl., and Raiffeisen Bank International Read more
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