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Envestnet and Salesforce combine high-tech platforms for advisors

Envestnet and Salesforce combine high-tech platforms for advisors
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

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Merit Financial Advisors: Using Technology To Fuel Growth

JP Pattinson of Merit Financial Advisors, growth and expansion through technology.

Financial services cloudSalesforce financial services cloudOrion advisor solutionsSalesforce financial servicesPortfolio managementWealth accessMicrosoft sharepoint

Rocket Mortgage: Patented AI Process Has Cut Our Turn Times by 25%

The Detroit-based lender unveiled "Rocket Logic" on Tuesday, an AI-fueled platform that can glean insights from 10 petabytes of proprietary data.

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IT News Online - Huge Win for Salesforce Customers: Proof Delivers Spectacular New Pricing for Award-Winning Proof GTM Manager, Only MRM Native on Salesforce

Huge Win for Salesforce Customers: Proof Delivers Spectacular New Pricing for Award-Winning Proof GTM Manager, Only MRM Native on Salesforce

Mark stouseKyle brantleySalesforce appexchangeMarina kriegerSalesforce einsteinCathy lanningSalesforce financial services consultingHuge winSalesforce customersProof delivers spectacular new pricingAward winning proofProof analyticsDigital enablement managerSalesforce financial servicesAdobe workfrontProof causal

Plancorp: | Wealth Management

Mike Esson, chief information security officer of $6 billion AUM Plancorp

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