Financial Services Archives - gettectonic.com
AI Agents and Digital Transformation

AI Agents and Digital Transformation

In the rapidly developingng world of technology, Artificial Intelligence (AI) is revolutionizing industries and reshaping how we interact with digital systems. One of the most promising advancements within AI is the development of AI agents. These intelligent entities, often powered by Large Language Models (LLMs), are driving the next wave of digital transformation by enabling

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AI Causes Job Flux

AI Causes Job Flux

AI Barometer Signals Job Disruption Amid Global Productivity Gains A recent PwC report highlights significant productivity improvements worldwide, but also points to potential job disruption due to artificial intelligence (AI). Described as the “Industrial Revolution of knowledge work,” AI is transforming how workers utilize information, generate content, and deliver results at unprecedented speed and scale.

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Financial Services Cloud and Core

Financial Services Cloud and Core

Remember When Salesforce First Launched Financial Services Cloud in 2016? The managed package introduced a standardized data model that transformed how banks, credit unions, and implementation partners utilized Salesforce. It was a game-changer! But Salesforce hasn’t stopped innovating. Since 2019, they’ve been enhancing the core platform to meet demands for greater performance and flexibility. Now,

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Benefits of AI in Banking

Benefits of AI in Banking

Artificial intelligence (AI) is rapidly gaining traction in the banking and finance sector, with generative AI (GenAI) emerging as a transformative force. Financial institutions are increasingly adopting AI technologies to automate processes, cut operational costs, and boost overall productivity, according to Sameer Gupta, North America Financial Services Organization Advanced Analytics Leader at EY. While traditional

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Salesforce AI Evolves with the Generative AI Landscape

Salesforce AI Evolves with the Generative AI Landscape

Salesforce AI: Powering Customer Relationship Management Salesforce is a leading CRM solution that has long delivered cutting-edge cloud technologies to manage customer relationships effectively. In recent months, the platform has further advanced with the integration of generative AI and AI-powered features, primarily through its AI engine, Einstein. Salesforce AI Evolves with the Generative AI Landscape.

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Oracle Advertising Sundown

Oracle Advertising Sundown

Oracle Shifts Focus to B2B CX, Introduces New Fusion Cloud Features Despite winding down its online advertising products, Oracle is doubling down on its investment in customer experience (CX) technology, particularly in enabling B2B buying and supporting subscription and consumption models. During the Oracle CloudWorld conference on Wednesday, the company unveiled new capabilities for its

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State Loan Processing Software by Salesforce

State Loan Processing Software by Salesforce

State Loan Processing Software: A Salesforce-Powered Solution Introduction In today’s fast-paced financial environment, efficient loan management is critical for lending institutions to succeed. Traditional loan processing methods are often inefficient, prone to errors, and unable to meet the demands of modern financial services. These outdated techniques lead to delays, compliance issues, and lost revenue. The

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Embedded Salesforce Einstein

Embedded Salesforce Einstein

In a world where data is everything, businesses are constantly seeking ways to better understand their customers, streamline operations, and make smarter decisions. Enter Salesforce Einstein—a powerful AI solution embedded within the Salesforce platform that is revolutionizing how companies operate, regardless of size. By leveraging advanced analytics, automation, and machine learning, Einstein helps businesses boost

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Salesforce Underwriting Solutions

Salesforce Underwriting Solutions

Merchant Cash Advance Solutions: Enhancing Underwriting with Salesforce In today’s fast-paced financial services industry, efficient and effective underwriting is more crucial than ever. Merchant cash advances (MCAs) have emerged as a popular alternative funding option for businesses that might not qualify for traditional loans. This insight explores how integrating Salesforce with MCA software can streamline

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Salesforce AI Tools for Healthcare

Salesforce AI Tools for Healthcare

Salesforce to Launch Pre-Built AI Tools for Healthcare in October Salesforce is introducing a new library of out-of-the-box AI tools specifically designed for healthcare operations, available through its Health Cloud. These generative AI features aim to streamline time-consuming tasks by integrating directly into clinician workflows, enhancing both the quality and efficiency of patient care. Key

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Salesforce and IBM Partnership

Salesforce and IBM Partnership

Salesforce and IBM are advancing their longstanding partnership by focusing on transforming sales and service processes with AI, particularly for organizations in regulated industries that seek to leverage enterprise data for automation. The collaboration aims to deliver pre-built AI agents and tools that integrate seamlessly within customers’ IT environments, enabling them to use their proprietary

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Liberty Bank and Salesforce

Liberty Bank and Salesforce

Liberty Bank, based in Middletown, Connecticut, announced on September 5th an expanded partnership with Salesforce, the world’s leading AI-powered CRM platform, to enhance its customer engagement efforts. By integrating Salesforce’s Financial Services Cloud, Marketing Cloud, MuleSoft, and Salesforce Shield, Liberty Bank aims to deliver more personalized, efficient, and enriched services. This strategic investment will further

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Agentforce to the Team

Agentforce to the Team

Salesforce has introduced the Agentforce Atlas Reasoning Engine, a platform designed to perform tasks autonomously with minimal human intervention. Agentforce to the Team changes everything about AI. Businesses can feed the engine data, assign tasks, and step away, as the system is capable of completing work independently. This launch closely follows OpenAI’s recent advancements in

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