Tagged: salesforce

September 14, 2023 @ 9:02 pm By Omar Faridi  |  

Accenture (NYSE: ACN) and Workday (NASDAQ: WDAY) are expanding their partnership to help organizations reinvent their finance functions to be more agile, data-driven and customer-centric. The companies are collaborating “to develop a suite of data-led, composable finance solutions that can be configured and reconfigured to… Read More

August 31, 2023 @ 11:02 am By Michael Wong  |  

IBM and Salesforce have recently formed a partnership designed to help businesses worldwide accelerate the adoption of artificial intelligence (AI) for customer relationship management (CRM). This significant collaboration between two industry giants is expected to revolutionize experiences for customers, partners, and employees while also ensuring… Read More

August 24, 2023 @ 6:22 am By Omar Faridi  |  

Salesforce has collaborated with BNY Mellon’s Pershing X, a startup technology unit within BNY Mellon | Pershing, “to build two new client onboarding and engagement apps that will power connected and data-driven experiences for wealth management clients.” When available, the apps will integrate Pershing X’s… Read More

June 30, 2023 @ 10:43 pm By Omar Faridi  |  

Salesforce launched Personalized Financial Engagement, a new solution to help financial institutions use AI, real-time data and CRM to manage customers’ financial plans and deliver intelligent, personalized financial insights at scale. And with Financial Services Cloud, Marketing GPT and Data Cloud, marketers at financial institutions… Read More

May 4, 2023 @ 10:57 pm By Omar Faridi  |  

Onfido, the global provider of automated digital identity verification and authentication announced that its Real Identity Platform services are now “available for Salesforce (NYSE: CRM) Financial Services Cloud customers.” Financial Services Cloud customers now “have access to a suite of Onfido’s services, including Onfido’s library… Read More

June 20, 2022 @ 2:27 am By Omar Faridi  |  

Salesforce, which claims to be the global leader in CRM, recently announced it is working with Revolut, the global financial Superapp, “to help grow Revolut Business.” Revolut Business launched in 2017 “to provide companies with multi-currency exchange services, merchant acquiring, and corporate debit cards to… Read More

February 11, 2022 @ 8:38 am By Omar Faridi  |  

Salesforce told its workers at a sales kickoff this Wednesday that the firm intends to launch an NFT (non-fungible token) Cloud. This, according to sources familiar with the matter (and cited by CNBC). As covered, NFTs are provably unique digital assets (and collectibles) that are… Read More

January 4, 2022 @ 10:38 pm By Omar Faridi  |  

Salesforce is reportedly requiring clients to implement multi-factor authentication or MFA by February 2022. Salesforce, the world’s largest customer relationship management (CRM) software provider, assists organizations with increasing their revenue and enhance their customer experience. But the vast quantity of high-quality data (like personal and… Read More

January 2, 2022 @ 9:46 pm By Omar Faridi  |  

Like any industry, venture capitalism is “a shifting landscape with ebbs and flows, though to be fair, it hasn’t really ‘ebbed’ lately,” according to a blog post by US Fintech Unicorn Brex. The VC industry has seen tremendous growth during the past few years—one that’s… Read More

June 6, 2021 @ 9:39 am By Omar Faridi  |  

The team at digital bank Revolut notes that being able to work effectively in a digital environment is very important for small businesses. After a year that challenged many SMEs globally to adapt and become more flexible due to the COVID outbreak, everything from customer… Read More

April 10, 2021 @ 12:07 pm By Omar Faridi  |  

The VeChain Foundation, which aims to support the development of VeChain, a leading blockchain platform, reports that their community’s vision “remains steadfast” which is focused on delivering the “mass adoption of public blockchain” while addressing key business challenges that may be “unworkable without this emerging,… Read More

December 15, 2020 @ 11:03 am By JD Alois  |  

LendInvest has launched a new cloud-based application for short-term lending products, according to a note from the company. The new application is designed to streamline and automate the loan origination process. The application utilizes Salesforce to enable a centralized hub for customer information, a log… Read More

September 24, 2020 @ 4:09 pm By Samantha Hurst  |  

Payments platform Stripe announced on Wednesday it has formed a global commerce partnership with Salesforce to power Commerce Cloud Payments and advanced commerce experiences for enterprise customers. The duo is teaming up to help retailers adapt to a reported digital spending surge. “E-commerce spending has… Read More

June 23, 2020 @ 3:45 pm By JD Alois  |  

nCino is preparing for an initial public offering (IPO) as the company has filed an S-1 with the Securities and Exchange Commission (SEC) indicating its intent to trade shares on an exchange. nCino is a Wilmington, North Carolina based Fintech that offers a cloud banking… Read More

June 9, 2020 @ 7:14 am By Omar Faridi  |  

Republic Capital Group, a company focused on offering investment banking services to the registered investment advisors (RIAs), asset and wealth management communities, will reportedly make a strategic investment in Creativemass, a US and Australia based financial services software firm. Creativemass provides wealth management solutions via… Read More

September 26, 2019 @ 8:55 pm By Samantha Hurst  |  

Germany-based global provider of digital payments and commerce solutions Wirecard announced its new Salesforce Commerce Cloud Integration. According to Wirecard, the integration will enable merchants to integrate their shops with Wirecard’s digital financial commerce platform and provide business customers, as well as consumers, with what Wirecard… Read More

August 6, 2019 @ 8:11 am By Samantha Hurst  |  

Mastercard announced on Monday it is offering Salesforce essentials to its small business program. According to Mastercard, the benefits, which are now available across both Mastercard Business and Mastercard Business World Elite offerings in the U.S., will help small business owners “booster their daily hustle.”… Read More

September 13, 2018 @ 8:27 pm By Samantha Hurst  |  

Roostify, a U.S.-based digital lending platform provider, today announced it has launched its Roostify connected app on Salesforce AppExchange. According to Roostify, the app enables mutual customers to easily connect leads generated within the Roostify suite of lead generation tools to their Salesforce environment. The app… Read More

July 12, 2017 @ 11:08 am By Samantha Hurst  |  

CrediFi, a fintech and commercial real estate finance platform, announced on Wednesday the launch of its new solution that streams CrediFi data into customer relationship management platform, Salesforce. While sharing details about the new solution, CrediFi CEO, Ely Razin, stated: “Anyone invested in CRE is invested in… Read More

February 23, 2017 @ 5:31 am By Erin Hobey  |  

Cloud Lending Solutions announced that it had closed its latest financing round led by Cota Capital, with all existing investors participating. The proceeds will be used to continue its global expansion and to further develop its industry-leading lending platform, according to the release. Founded in 2012,… Read More