Search Results | Showing 1 - 10 of 31 results for "Salesforce" |
| | ... growth and innovation" with the company acquiring a digital and hybrid offering from Advice Intelligence as well as Salesforce-based adviser practice management offering, WealthConnect. "Our goal is to provide cutting-edge AdviceTech that helps eliminate ... |
| | | ... now-defunct financial software provider Creativemass. While WealthConnect is tailored to financial institutions using Salesforce, Advice Intelligence is targeted toward independent financial advisers, dealer groups, and UK adviser networks. "These two ... |
| | | ... WealthConnect is a digital practice management, customer relationship management (CRM) and compliance system, built on Salesforce. The investment platform offers both back-office administration and front-end digital capabilities, streamlining workflows ... |
| | | ... 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 ... |
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