The ultimate goal of pulling customer data together into a customer data platform (CDP) is building more meaningful customer experiences in real time. Up until now, that’s been more aspirational than ...

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 ...

At AWS re:invent, Amazon Web Services (AWS) and Salesforce announced an expanded partnership to enable customers to more easily and securely manage their data across the two platforms. Key elements of ...