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

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