Tag: Salesforce

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.

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, renowned for its innovative software-as-a-service (SaaS) platform, has teamed up with Salesforce, a global leader in AI CRM. 

The SEC exam priorities for 2024 underscore the importance of compliance and recordkeeping within financial services. The focus will be on practices and products...

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, the pioneering agency management system developed natively on Salesforce's eminent CRM platform, has unveiled a triumphant Series B fundraising round.

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 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 recently revealed it was continuing its support for the Salesforce Chatter platform which aids with compliance support. 

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.