Financial Services Archives - Page 2 of 5 - gettectonic.com
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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Salesforce Healthcare and AI

Salesforce Healthcare and AI

The Healthcare Industry’s Digital Transformation: An Opportunity Unveiled – Salesforce Healthcare and AI Historically, the healthcare sector has lagged behind in technology adoption, particularly software. It consistently invests less in IT and software compared to other industries, relying heavily on manual processes and outdated tools like faxes and phone calls. Unlike other sectors where platforms

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Salesforce and Tenyx

Salesforce and Tenyx

Salesforce has announced its acquisition of AI voice agent firm Tenyx, with the deal expected to close in the third quarter. While the financial terms have not been disclosed, Tenyx’s co-founders, CEO Itamar Arel and CTO Adam Earle, along with their team, will join Salesforce as part of the acquisition. This move comes after Salesforce,

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Army of AI Bots

Army of AI Bots

Salesforce Inc. has announced a significant upgrade with the launch of Industries AI, a new automation platform designed to handle a wide range of time-consuming tasks, enhancing productivity across various sectors. We are NOT advocating that the next war will be fought with AI Bots. We aren’t even suggesting there is anything negative about these

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Salesforce and Ortoo Integration

Salesforce and Ortoo Integration

Ortoo Launches Smart Actions: A Revolutionary Salesforce-Native App for AI Automation Ortoo, a leading provider of Salesforce productivity solutions, has unveiled its latest innovation, Smart Actions, now available on the Salesforce AppExchange. This groundbreaking Salesforce-native app allows businesses to seamlessly integrate AI automation into their Salesforce workflows, dramatically boosting efficiency and simplifying complex processes with

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Salesforce for Public Loan Management

Salesforce for Public Loan Management

Public Loan Management Solutions: Optimized with Salesforce Technology In the dynamic world of financial services, public loan management has become increasingly important as organizations aim to improve efficiency, transparency, and borrower satisfaction. Leveraging cutting-edge technology is key to achieving these goals, and Salesforce offers a powerful platform for optimizing public loan management. This article explores

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AI as a Service

AI as a Service

The latest research study from HTF MI, titled Global Artificial Intelligence (AI) As a Service Market Size, Player Analysis & Segment Growth 2020-2032, offers an in-depth evaluation of market risks, opportunities, and strategic decision-making support. The report delves into trends, growth drivers, technological advancements, and the evolving investment landscape within the Global AI As a

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Loan Boarding and Approval

Loan Boarding and Approval

Streamlining Loan Boarding and Approval Processes with Salesforce Technology The financial services industry is undergoing a rapid transformation, driven by the need for greater efficiency and improved customer experiences. One area where this shift is particularly evident is in the loan boarding and approval processes. Leveraging Salesforce technology, financial institutions can streamline these essential workflows,

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Repayment Schedules With Salesforce

Repayment Schedules With Salesforce

Simplifying Repayment Schedules: Elevating Borrower Experience with Salesforce In the rapidly changing financial services industry, managing loan repayment schedules efficiently is vital for both lenders and borrowers. A well-designed system can significantly enhance the borrower experience, streamline operations, and boost overall efficiency. Salesforce software emerges as a powerful solution that simplifies repayment schedules and fosters

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