All Posts

Introducing the PRI Household Management Accelerator. We've heard from our clients that Householding should be streamlined, extend across Salesforce Product, and include basic management functions like creation, marriage, and divorce. The PRI Household Management Accelerator offers these capabilities and scales with your Salesforce license level. For Sales Cloud implementations, the Accelerator introduces Householding that mirror's Agentforce Financial Services' data model

The insurance and wealth management industries are at an inflection point. AI adoption is happening—yet true organizational...

Fragmented data continues to be a large issue within Financial Services.  For Distributors, various core systems and data feeds exist by...

Most Financial Services organizations leverage Salesforce.  Yet, many fail to achieve their intended business objectives.  Over the past...

Platinum River Innovations was started with the desire to put our clients first.  By rebuilding the consulting engagement models based on...