Articles tagged "Project C"
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Clara Shih lands new Salesforce AI power title, with 'healthy' trepidation • Skience patents onboarding auto-fill for RIAs • Another Brit invasion [attempt] meets its Breed's Hill • Defusing an RIA time bomb
If Salesforce gets winning [and safe] AI strategy, thank Hearsay founder • Salesforce reseller patently harvests data to onboard assets • Kingswood thoughts IBDs were US trash but Brit treasure
March 27, 2024 at 1:47 AM
What Neesha Hathi has to say about Schwab's oh-so-slow-but-steady technology initiative
The big custodian is more concerned with error-free melding than quick milestones -- but are competitors pulling ahead while Schwab tinkers?
November 16, 2011 at 5:11 AM
Schwab chooses some giant software partners, apparently with big RIAs in mind
Experts say it chose well but advisors may have to wait for IMPACT 2011 for a demo of integration
October 28, 2010 at 4:52 AM
Schwab's Project C now has two tiers and three new names
The company's grand technology plan will include a modular plan and a turnkey package
