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Envestnet, Salesforce Partner To Deliver A Connected And Seamless Financial Planning Experience For Envestnet Customers Using Salesforce's Financial Services Cloud

Author: Benzinga Newsdesk | May 13, 2024 09:09am

Partnership to Provide Seamless Financial Planning Experiences for Financial Services Customers in the United States

BERWYN, Pa., May 13, 2024 /PRNewswire/ -- Envestnet, a leading provider of integrated technology, intelligent data, and wealth solutions, and Salesforce, the global leader in CRM, today announced a partnership to deliver a connected and seamless financial planning experience for Envestnet customers using Salesforce's Financial Services Cloud (FSC).   

Posted In: CRM ENV


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