capitalmarketsciooutlook
salesforce

Augmented Intelligence is Improving the Customer Experience
Capitalmarketsciooutlook >> cxoinsights

Tom Lutz, Senior Vice President & Chief Procurement Officer, U.S. Bank

At U.S. Bank, customers and their experiences with us are central to everything we do. As we evolve with our customers, “One U.S. Bank” is the guiding principle that is transforming U.S. Bank for our employees and customers, and the...

The Alternative Investment Space is Realizing the Efficiencies of Going Digital
Capitalmarketsciooutlook >> cioviewpoint

Georgette Kiser, CIO, The Carlyle Group

Across the past 20 years, the Capital Markets have harnessed digital transformations to drive efficiencies in traditional investment management such as retail banking, trading, and sales. Finally, the alternative asset industry is catching up,...

WealthEngine Announces WE Salesforce Connector on the Salesforce AppExchange
Capitalmarketsciooutlook >> news

BETHESDA, Md - WealthEngine reported it has propelled WE Connector for Salesforce on the Salesforce AppExchange, engaging organizations to associate with their clients, partners and representatives in completely new ways. The WE Connector for...

Securing Success: The Future of Commercial Banking
Capitalmarketsciooutlook >> cxoinsights

Jay Poole, SVP-Commercial Banking, SunTrust

How banks respond to customer engagement, growth and efficiency, regulation, and competition are inextricably linked. In this new environment, banks have realized their current processes and systems won’t be able to successfully support them...

ASI And Orion Partner To Provide Improved Financial Advisor Apps
Capitalmarketsciooutlook >> news

Capital Market CIO Outlook

Walnut Creek: Wealth management solutions provider, Advisor Software (ASI) has teamed up with Orion Advisor Services (Orion) to integrate the two companies’ financial advisor software applications. ASI’s goalgamiPro builds financial...

Kaleido: The Enterprise Blockchain Easy Button
Capitalmarketsciooutlook >> vendor

Sophia Lopez, Founder & COO and Steve Cerveny, Founder & CEO

Kaleido is an all-in-one enterprise SaaS platform that radically simplifies creation and operation of secure private chains

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