NEW YORK--(BUSINESS WIRE)--AppCrown, the pioneer and a leading turnkey integration provider for wealth management systems and Salesforce CRM, has launched multi-custodial integrations for Salesforce ...
This partnership creates a ‘single source of truth' for client, account, securities, and transactional data-providing a holistic view of clients' investments to fuel more personalized ...
Salesforce today launched Financial Services Cloud (FSC) for Insurance Brokerages, an artificial intelligence-powered solution to help insurance brokerages automate and streamline processes like ...
NEW YORK--(BUSINESS WIRE)--AppCrown, the pioneer and a leading turnkey integration provider for wealth management systems and Salesforce CRM, has enhanced existing integrations between Albridge with ...