Agentforce, the GenAI Agent by Salesforce
Publications
Articles, research and insights.
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Article - 10 minutes read
The Future of Managed Solutions
Considerations for a Next-Gen Model.
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Article - 5 minutes read
Financial Planning: 2023 Landscape
The financial planning landscape is experiencing pivotal transformations, responding to the ever-growing demands placed on advisors, wealth management firms, and software providers.
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Article - 8 minutes read
Alternative Investment: the road ahead
We examine the road ahead for Managers, Fund Administrators and Broker-Dealers as well as industry challenges and potential operational improvements
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Article - 5 minutes read
Digital Wealth Management Tools and Transformation
As wealth management firms invest in the digitization of tools and applications, there is an opportunity for firms to increase efficiencies and improve profitability for their advisors and the clients they serve.
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Article - 5 minutes read
Middle Office Outsourcing for Mid-Sized Asset Managers
What are the benefits and challenges of Middle Office Outsourcing?
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Article - 5 minutes read
Digital Client Engagement & A Segmented Approach
Today’s Wealth Management firms and advisors must not only adapt to a linearly changing client engagement model but adopt methodologies and technology to accommodate a wide variety of client preferences.