Salesforce Offers AI-Powered CRM for Financial Advisors

4/5/2017

Ed. Note: This article first appeared in CRMbuyer Salesforce announced Financial Services Cloud Einstein, an AI-based CRM tool for financial advisors. Financial Services Cloud Einstein gives users a holistic view of each client’s household and wealth ecosystem and lets them leverage Salesforce’s AI technology to seek out new business opportunities. Feature Lineup Einstein Opportunity lets users