Transamerica hires Salesforce’s “Einstein” to make distribution smarter

March 30, 2017 by Editorial Staff

Driven by competitive, technological and regulatory force, the automation of traditional insurance and investment distribution networks is now reaching big financial services companies long hobbled by a patchwork of legacy systems.   

This week, Transamerica Financial Network (TFN), Transamerica’s North American distribution channel, announced that it will use Salesforce Financial Services’ “Cloud Einstein” technology to link Transamerica’s investment advisors, insurance agents and some 27 million customers on Salesforce’s Intelligent Customer Success service platform.  

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Originally Posted at Retirement Income Journal on March 30, 2017 by Editorial Staff.