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Certinia, until 2023 known as FinancialForce.com, Inc. [1] is a software company headquartered in San Jose, California, that provides enterprise resource planning (ERP) software based on the Salesforce Platform.
In a bid to raise the standard of services delivered to insurance companies, salesforce (CRM) recently strengthens its financial services cloud with insurance-focused enhancements.
Salesforce (CRM) has revealed the launch of Corporate and Investment Banking for Financial Services Cloud to cater to the needs of the highly competitive financial services industry. Shares of the ...
Salesforce, Inc. is an American cloud-based software company headquartered in San Francisco, California.It provides applications focused on sales, customer service, marketing automation, e-commerce, analytics, artificial intelligence, and application development.
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The Certified Financial Planner (CFP) designation is a certification mark for financial planners conferred by the CFP Board of Standards. To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee.
Certification is a comprehensive evaluation of a process, system, product, event, or skill, typically measured against some existing norm or standard.Industry and/or trade associations will often create certification programs to test and evaluate the skills of those performing services within the interest area of that association.
Kimble provides a professional services automation (PSA) solution [buzzword] known as Kimble PSA which is built on the Salesforce platform and recognized by Salesforce as a premier partner. [13] The Kimble app automates pipeline forecasting, resource planning , delivery management and project accounting .