Anil Arora

Salesforce, the Customer Success Platform and world's #1 CRM company, today introduced Salesforce Financial Services Cloud, transforming the client-advisor relationship for the digital age. With Salesforce Financial Services Cloud, the company’s first industry-specific product, Salesforce is empowering advisors to build deeper, 1-to-1 client relationships, be more productive, and engage more holistically with clients anywhere and on any device. Leveraging the new Salesforce Lightning Experience, an entirely new user experience which also launched today, Salesforce Financial Services Cloud is modern, intuitive and intelligent, bringing new levels of efficiency to advisors.

Strategic partnership breaks down historical barriers to rapid adoption of data aggregation

MoneyGuidePro, the leader in goal-focused financial planning is integrating with Yodlee’s scalable personal finance data platform, arming financial planners and broker-dealers with new data aggregation functionality at an attractive price. Analyzing the historical barriers to implementing data aggregation solutions, MoneyGuidePro and Yodlee have come together to create a solution that is easy to implement and valuable to advisors’ bottom line.