Financial Services Schwab Advisor Services Announces Platform Integration With Salesforce Financial Services Cloud AIT News Desk Apr 22, 2022 Integration enables independent advisors to access Schwab data and perform workflows directly from Salesforce Schwab Advisor Services is…
Technology InGenius Announces CTI Support for Salesforce Financial Services Cloud AIT News Desk Aug 12, 2019 InGenius Software Inc., a computer telephony integration (CTI) innovator, announced integration support for Salesforce Financial Services Cloud. The…