Tag: Salesforce

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.

The 4 key advantages of adopting cloud-native platforms in insurance

As our digital landscape continually evolves, the prominence of cloud technology in businesses has soared. This surge is a sharp contrast to past reservations about adopting cloud technology. Today, it's increasingly rare to find a technology vendor that doesn't offer cloud-based solutions.

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