Search Results | Showing 11 - 20 of 38 results for "Salesforce" |
| | | ... proprietary practice management solution. WealthConnect aimed to be a "uniquely modern technical solution" by leveraging Salesforce and offering advanced financial planning, wealth management, and broking capabilities. "As part of our licensee proposition ... |
| | | | ... as companies strip unprofitable business segments." This year, tech conglomerates Alphabet, Microsoft, Amazon, and Salesforce have already announced plans to layoff a combined 47,000 employees. Although the US tech sector has rallied, it's unprofitable ... |
| | | | ... changes to advice delivery models, but over the horizon, there is emerging competition from integrated applications like Salesforce-based Wealth Connect and Intelliflo Intelligent Office from the UK, a trend that is set to grow," Investment Trends analyst ... |
| | | | ... intelligence software to growing companies, underpinned by distributed ledger technology. GROW, for example, integrates with Salesforce reports and other data sources to analyse customer behaviours. The new-look GROW, with a refreshed website, shows ... |
| | | | ... spike in Tesla's share price, together with Square, Paypal and Amazon. Some of its other holdings include Costco, Salesforce and Visa. The listed fund will have the same fee structure as the unlisted fund which is 0.70% per annum management fee and ... |
| | | | ... Ridhish Arora and Paul Jackson will also help build the tech and platforms business. They join Nikhil de Silva, a former Salesforce executive; former PwC partners Caitrin Dunn and Leon Cooper; former Deloitte senior partner John Pickering; and former ... |
| | | | ... platform for enterprises. Prior to that he was vice president, product management - consumer engagement platform at Salesforce and vice president, head of product of Krux Digital, a marketing data management platform that was acquired by Salesforce in ... |
| | | | ... distribution for all three companies. In the past, he has also worked with Macquarie Group as an associate director, Salesforce as a strategic account executive, and iChit as a national sales director. Roar Software chief executive Kevin Liao said the ... |
| | | | ... commercial payments, senior vice president of North American digital and physical channels and vice president of personal salesforce effectiveness. Before joining BMO in 2008, Irvine worked in Toronto with McKinsey & Company as an associate principle ... |
| | | | ... of its iShares and unlisted managed funds products for its business in Europe, Middle East and Africa. The unified salesforce will be responsible for distribution of BlackRock's products to asset management and wealth clients across the region. It will ... |
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