Bold Penguin products are now available on Salesforce AppExchange, allowing customers to more easily transfer data between Salesforce Financial Services Cloud (FSC) and Bold Penguin in near real time ...

New integration enables insurance account managers, agents, and brokers to access real-time quotes and bind policies from directly within Salesforce Financial Services Cloud (FSC) NEW YORK, NY / ...

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 ...

BERWYN, Pa., May 13, 2024 /PRNewswire/ -- Envestnet, a leading provider of integrated technology, intelligent data, and wealth solutions, and Salesforce, the global leader in CRM, today announced a ...

Attune Solutions announced its launch of Attune WealthData, powered by BridgeFT – Financial Services Integration on Salesforce AppExchange, an enterprise marketplace for partner apps and experts, ...

The time might finally be right for small- to midsize-registered investment advisory firms to include Salesforce—specifically Financial Services Cloud for Financial Advisors—when they are looking for ...

New integration enables insurance account managers, agents, and brokers to access real-time quotes and bind policies from directly within Salesforce Financial Services Cloud (FSC) NEW YORK, NY / ...

NEW YORK — AppCrown, the pioneer and a leading turnkey integration provider for wealth management systems and Salesforce CRM, has enhanced existing integrations between Albridge with Salesforce.com, ...

NEW YORK — AppCrown, the pioneer and a leading turnkey integration provider for wealth management systems and Salesforce CRM, has launched multi-custodial integrations for Salesforce Financial ...