The company offers its Einstein platform for financial industry applications. It also offers a CRM platform for financial advisors that helps them get a client's financial account information as well as family wealth ecosystem. Request
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Salesforce’s Einstein platform acts as a basis for financial industry applications. Moreover, the company launched the Financial Services Cloud Einstein, a CRM platform for financial advisors. The offering helps in getting information about the client, such as the client’s family wealth ecosystem, financial account information, information about the client, and his/her household.