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April 25, 2024
AI-Powered Transaction Dispute Management streamlines the entire dispute process to resolve customer inquiries and requests more efficiently Einstein Copilot...
April 11, 2024
JP Pattinson of Merit Financial Advisors, growth and expansion through technology.
March 12, 2024
CRM company hosted its South Africa Partner Awards 2024, including nine award categories.
February 13, 2024
What might make FSC for Advisors more compelling is the news that Attune WealthData powered by BridgeFT is now available on the Salesforce AppExchange.
February 13, 2024
/PRNewswire/ -- Attune Solutions today announced its launch of Attune WealthData, Powered by BridgeFT – Financial Services Integration on Salesforce...
January 10, 2024
In the realm of customer relationship management (CRM), Salesforce stands as a giant, a pioneer, and an innovator. With its cloud-based solutions and a relentless focus on customer success, Salesforce has disrupted the business world and transformed the way companies manage their relationships with clients.
December 21, 2023
Leaders in cloud innovation reinforce alliance to provide best-in-class solutions to the financial services industry by extending successful partnership to 2031 Updated commercial terms expected to...
November 2, 2023
/PRNewswire/ -- ACORD Solutions Group, leading provider of next-generation digital solutions for the global insurance industry, today announced the launch of...
October 30, 2023
HCLTech to deploy Salesforce CRM for Banco do Brasil in one of the largest CRM projects implemented in Latin America ...
October 30, 2023
HCLTech to deploy Salesforce CRM for Banco do Brasil in one of the largest CRM projects implemented in Latin America HCLTech, a leading global technology company, has announced that Banco do Brasil, one of the largest