Wednesday, 5 April 2017

Salesforce Offers AI-Powered CRM for Financial Advisors

Ed. Note: This article first appeared in CRMbuyer Salesforce announced Financial Services Cloud Einstein, an AI-based CRM tool for financial advisors. Financial Services Cloud Einstein gives users a holistic view of each client’s household and wealth ecosystem and lets them leverage Salesforce’s AI technology to seek out new business opportunities. Feature Lineup Einstein Opportunity lets users

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