Tag: Salesforce
Top 5 data protection strategies for 2024
In the fast-paced world of data protection and privacy, 2024 marks a significant year with its own set of challenges and opportunities. Theta Lake, a provider of digital communications governance technology, has offered a comprehensive list of the top data protection strategies, focusing on how Theta Lake is pioneering in this space.
The future of compliance: Emerging trends and predictions for 2024
2023 was a pivotal year in digital communications governance. In the US, regulatory bodies imposed hundreds of millions in fines, extending their reach from banks to broker-dealers, investment advisers, and credit rating agencies. Similar actions were observed in the UK, with regulatory bodies sanctioning banks and fining firms for non-compliance in trading communications.
nCino and Salesforce extend partnership till 2031
nCino, renowned for its innovative software-as-a-service (SaaS) platform, has teamed up with Salesforce, a global leader in AI CRM.
SEC’s 2024 exam priorities: Spotlight on compliance and recordkeeping practices
The SEC exam priorities for 2024 underscore the importance of compliance and recordkeeping within financial services. The focus will be on practices and products...
Balancing Profits and Purpose: The Rise of ESG Proxy Voting
ESG proxy voting is rapidly emerging as a tool that shareholders are using to find a balance between profit maximisation and social impact. With environmental, social and governance (ESG) concerns in the limelight, the traditional boardroom proxy vote, once a mere formality, is now a powerful instrument for change.
Veruna bags $10m Series B to revolutionise InsurTech innovation
Veruna, the pioneering agency management system developed natively on Salesforce's eminent CRM platform, has unveiled a triumphant Series B fundraising round.
Recordkeeping enforcement reaches brokers, advisors and credit rating agencies
The wave of recordkeeping enforcement actions in the finance sector has now expanded to brokers, investment advisers, and credit rating agencies. Leading this charge are the U.S. Securities and Exchange Commission (SEC) and the Commodity Trading Futures Commission (CFTC).
Salesforce adds CSRD reporting capabilities to sustainability platform
Salesforce has announced a series of new features for its Net Zero Cloud sustainability management solution, aimed to help streamline the ESG reporting process.
Theta Lake unveils compliance support for Salesforce Chatter
Theta Lake recently revealed it was continuing its support for the Salesforce Chatter platform which aids with compliance support.
Customer communications transformation: Zurich Insurance partners with SmartCOMM™️ and Salesforce
Zurich Insurance, one of Ireland's most prominent general insurance firms, offers an extensive product range encompassing private motor, home, commercial property, business, farm, and professional indemnity insurance.