Salesforce claims the system provides a holistic approach to prospecting and client management and will charge $50 per user each month for Financial Service Cloud users of Enterprise Edition.
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Salesforce has just launched an artificial intelligence CRM system for advisors that it has branded as Financial Services Cloud Einstein. So reports CRM Buyer.
Salesforce claims the system provides a holistic approach to prospecting and client management and will charge $50 per user each month for Financial Service Cloud users of Enterprise Edition.