Tag: Salesforce

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.

How banks are turning uncertainty into an opportunity for digital transformation

A study has found 88% of banks and lenders are capitalising on the uncertainty to rebuild customer trust via digital transformation.

Wiz said to raise a further $120m, just months after closing...

Wiz, an Israel-based cloud infrastructure protection company, has reportedly raised a fresh $120m, just months after bagging $130m in its Series B.

Novidea hires ex-broker to head sales department

Insurance company Novidea has appointed Jamie McDonnell to the role of UK sales manager.

BigID hits unicorn status after the close of latest funding round

Data discovery and data intelligence platform BigID has surpassed the $1bn valuation mark after the close of a $70m funding round.

Rich people neobank Monument announces key tech providers for its platform

Hot on the heels of being granted a restricted banking licence in October, the UK challenger bank Monument has now announced the key providers to help it build its digital bank for high-earners.

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