Agentforce, the GenAI Agent by Salesforce
Articles, research and insights.
Article - 9 minutes read
Business Process Outsourcing in Wealth Management
Top trends impacting broker dealers’ decisions to outsource back and middle office operations, and key benefits and considerations of partnering with third party vendors
Article - 5 minutes read
ESG data market: changes and challenges for financial players
The rapidly changing regulatory environment and investors' expectations regarding sustainability highlight the importance of data and Environmental, Social and Governance (ESG) ratings. Here we will provide updates on changes to the ESG data market, and challenges for financial services.
Article - 8 minutes read
SPACs and Reverse Mergers: What’s Different This Time?
The SPAC boom recalls the reverse merger boom of 2010-2012, which did not end well.
What are the parallels, and what is different this time?
Article - 8 minutes read
Remote work and well-being in a Post-COVID world
As we begin to consider a post-COVID world, organizations are starting to think differently about what work will look like going forward. For many, COVID has brought its own set of challenges beyond our approach to work, giving us the opportunity to connect and learn.
Article - 7 minutes read
How Will Goals-Based Investing Boost your Business?
Goals-based Investing is increasingly popular in the financial industry. Aligning investment strategies with life goals has created a unique blend for investors and servicers. The differentiation from traditional investing measures provides benefits to the investor and service provider alike.
Event 30 Mar 2021
#LeadTheChange Webinar
Join an international panel of inspiring female leaders for a discussion about choosing to challenge gender inequality.