This guide dives deep into the world of top financial CRM applications, providing a comprehensive overview of the industry’s current trends and features.
Year: 2024
This guide delves into the top five essential features that a financial services CRM must have, providing detailed examples to demonstrate their significance.
Salesforce and Workday announce a partnership to assist businesses in managing their people and finances easily using Agentforce Platform and Einstein AI.
Salesforce has announced Einstein Service Agent, its first fully autonomous AI agent. Einstein Service Agent is intelligent and dynamic
Salesforce Financial Services Cloud (FSC) offers a powerful solution to manage policies, claims, quotes, and commissions for insurance industry.
CRM systems help businesses manage customer data and streamline operations. This article delves into the top ten security vulnerabilities in CRM systems.
Salesforce today announced new Revenue Lifecycle Management capabilities that enable businesses to scale and automate the entire quote-to-cash sales process.
Salesforce events are organized to educate and showcase new products/features to clients, developers, partners, and business owners.
Artificial intelligence is transforming medical diagnostics and treatment, providing examples and insights into the technology’s impact on modern medicine.
NICE has launched CXone Mpower a new CX-Aware AI to provide personalized experience. This will resolve gap between customer perception and internal reality.