Agentforce, the GenAI Agent by Salesforce
Publications
Articles, research and insights.
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Article - 5 minutes read
Virtual Advice: A Call Center Based Approach to Managed Accounts
Is your firm on board the Virtual Financial Advisor train? New technologies and changing customer preferences have created opportunities for a new approach to wealth management.
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Article - 5 minutes read
Annual closing 2022, are you ready?
The annual publication of accounts presents its share of challenges each year. It is a long and complicated process due to the multitude of actors to be coordinated, specific tasks, all of which are time-bound and subject to regulations.
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Article - 6 minutes read
The Cloud and Digital Finance
“A cloud rarely looks like a cloud” (Ylipe). Investment in the cloud is expected to exceed 500 billion euros this year, with an upward trend and a steady stream of migrations.
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Article - 9 minutes read
How Sustainable Finance Regulations Drive Digital Transformation
Digital transformation drives all areas of the financial sector, including regulations. But what if it could be the other way around? This article will discuss how regulations in sustainable finance acts as an accelerator for digital transformation, generating deeper transformation than ever before.
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Article - 3 minutes read
Enterprise Resource Management Systems: Select for Success
This article originally appeared in Business & Finance's March 2022 edition of their print magazine.
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Event 16 Sep 2021
The Journey to Sustainability
Sustainability trends in a post-recovery landscape | An event hosted by IOB