Caroline McCarthy, a CNET News staff writer, is a downtown Manhattanite happily addicted to social-media tools and restaurant blogs. Her pre-CNET resume includes interning at an IT security firm and ...

Salesforce on Wednesday launched Agentforce for Financial Services, which will allow financial services users to automate routine front-office tasks—like loan recommendations, client meeting ...

Salesforce Inc. has unveiled a series of prebuilt templates for creating AI agents that can perform the duties of loan officers, banking and insurance agents, financial advisers and more. The ...

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 ...

In recent days, Salesforce has been removed from several Russell growth benchmarks even as it reported Q1 fiscal 2027 results that beat earnings and revenue expectations and raised its full-year ...

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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 ...

The "SaaS-pocalypse" came for Salesforce, even amid solid earnings numbers and a massive share repurchase.