AI Research Intern

Flanks on Salesforce AppExchange: clients' full financial picture, inside Financial Services Cloud. June 23, 2026 Flanks is now an official Salesforce ISV Partner. Flanks: Financial Data Aggregator is available on AppExchange. For wealth managers and private banks using Salesforce Financial Services Cloud, this means your clients' complete financial picture - accounts, balances, holdings and transactions, including assets held outside your institution - flows directly into your CRM. No manual exports, no workarounds. Clean, structured data, right where your advisors already work. Here's what that actually solves, and why it matters now. The problem: wealth management has always had a data gap. Most wealth managers only see a fraction of what their clients actually own. The assets they manage are visible. Everything else - accounts at other banks, portfolios opened before the client relationship began, holdings at third-party custodians - remains out of reach. This isn't a niche frustration. Only 10% of HNWIs use a single wealth manager for all their assets - which means the vast majority of clients have significant wealth their advisor cannot see, cannot analyse and cannot advise on. The advisor is, by definition, working with incomplete information. The infrastructure meant to solve this hasn't kept up. As one industry executive put it, the result is "not one wealth management system - it is five or more systems held together by spreadsheets, good intentions and a lot of prayers." Legacy architecture built over decades, systems designed for specific workflows rather than interoperability, data ownership fragmented across business units. The problem is structural - and its cost is real. Advisors spend meaningful time on reconciliation instead of client relationships. Personalised advice is constrained by what's visible rather than what's true. HNWIs are increasingly frustrated by the lack of advice tailored to their full financial situation - and incomplete data is the root cause. FinTech Global Capgemini What the integration does. The Flanks: Financial Data Aggregator for Salesforce Financial Services Cloud connects directly to your CRM and aggregates client financial data from multiple institutions - delivering a unified view of accounts, holdings, positions and transactions without your team ever leaving Salesforce. Once installed, advisors get a consolidated portfolio view that includes everything their client holds, not just what the firm manages. Concretely, the integration delivers: - A unified portfolio view across all institutions, including assets held outside your firm - Accounts, balances, holdings and transactions, synchronised and clean - Asset allocation summaries and position overviews, accessible via agent actions - Synchronised transaction records directly within the advisor's existing workflow This runs on Flanks' aggregation infrastructure: 600+ connections with global financial institutions across 33+ countries, processing more than 500,000 portfolios monthly. That same infrastructure - already powering wealth managers and private banks across Europe - is now available natively inside Financial Services Cloud. Why this partnership, why now. Flanks, Inc. built Flanks to be the data infrastructure that wealth platforms run on. Not a standalone tool your team logs into separately, but the layer underneath the systems they already use every day. This partnership is that thesis in practice. The Flanks: Financial Data Aggregator connects to Financial Services Cloud via a native extension package - no middleware, no manual sync. Data flows in automatically and is accessible through agent actions built into the CRM, so advisors can retrieve portfolio data, allocation summaries and transaction records without changing their workflow. Clean data, in context, when it's needed. That also matters for what comes next. 97% of wealth managers believe AI will transform financial advice within three years - yet deploying AI effectively requires a foundation most firms don't yet have: clean, structured, complete client data. A fragmented view of client wealth doesn't just constrain human advice. It makes AI-driven advisory impossible. Getting the data right, inside the right platform, is where that foundation gets built.

Unlock martech clarity how CMOs can harness AI for explosive growth. nathanielleee Jun 16, 2026 Creating clarity in an ai-driven market: how CMOs can Leverage martech innovations for organizational success. In today's rapidly evolving digital landscape, CMOs face the challenge of distilling vast amounts of AI-driven data into actionable marketing strategies. With emerging martech tools and updates, there's an unprecedented opportunity to enhance clarity, improve decision-making, and optimize ROI. Understanding these innovations is essential for enterprise businesses aiming to stay competitive. Understanding the role of AI in modern martech. Artificial Intelligence (AI) has become a cornerstone of contemporary marketing technology, enabling predictive analytics, customer segmentation, and personalized campaigns at scale. However, the abundance of AI applications often leads to confusion about which tools truly add value. CMOs must navigate this landscape by focusing on platforms that offer transparency and actionable insights. Recent insights from Martech.org emphasize the importance of creating clarity amidst increasing AI adoption, highlighting that effective CMOs necessitate a strategic approach to martech investments that prioritize explainability and integration. This ensures that AI outputs are interpretable, fostering trust across marketing teams and other stakeholders. Martech updates that drive organizational clarity. Platforms like Marketo, HubSpot, and Salesforce have recently rolled out features designed to streamline data management and enhance AI transparency. For example, Marketo's enhanced analytics dashboard now offers more granular insights into campaign performance, allowing marketers to identify what works and why - driving better strategic decisions. Similarly, Salesforce's Einstein dashboards provide AI-driven predictions with clear rationale, helping marketing teams understand the underlying factors influencing customer behavior. These updates enable CMOs to cut through the noise and focus on insights that truly matter. Practical strategies for CMOs. * Prioritize tools with explainability features - select platforms that not only deliver data but also interpret it in understandable ways. * Leverage automation to reduce manual data analysis, freeing teams to focus on strategic planning and creative pursuits. * Invest in cross-platform integrations that unify data sources, creating cohesive views of customer journeys. Example: using Marketo to optimize campaigns. Suppose your enterprise aims to improve lead conversion rates. You can utilize Marketo's enhanced analytics to identify which campaign elements directly impact conversion. Here's a simple tutorial: * Navigate to the "Analytics" tab in Marketo. * Filter reports by recent campaigns and select the one you want to analyze. * Use the "Campaign Impact" view to see conversion metrics alongside attribution data. * Apply the AI-powered "Insights" feature to identify key factors - such as time of day, message tone, or target segment - that influence success. By understanding these elements, your marketing team can fine-tune future campaigns for higher effectiveness, making data-driven decisions that reduce wasted spend and elevate ROI. Conclusion. As AI continues to advance within martech, CMOs must focus on tools that enhance clarity and interpretability. By leveraging transparent platforms like Marketo and Salesforce, enterprise marketers can make smarter decisions, streamline workflows, and achieve better results. Staying informed about these updates ensures your organization remains agile and competitive in a data-driven world. nathanielleee

Ways Miro keeps teams aligned on digital signage. You'll discover that Miro keeps your team aligned on digital signage through real-time updates and customizable templates tailored for seamless communication. By integrating platforms like Salesforce and Google Sheets, data sharing becomes effortless, ensuring everyone's in sync. You can visualize brainstorming sessions with an infinite canvas, transforming ideas into dynamic visual boards. Immerse yourself in Miro's extensive features to streamline project transparency and up-to-date engagement, setting the stage for even more in-depth insights. Key takeaways. * Miro integrates with Salesforce and Google Sheets for seamless data sharing, ensuring all teams are updated simultaneously. * Customizable templates facilitate the clear communication of strategic goals and project milestones, aligning team objectives. * Real-time dashboards display KPIs and project progress, providing transparency and fostering informed decision-making. * Interactive widgets transform brainstorming sessions into engaging visual tools, promoting team participation and alignment. * Digital signage features real-time updates, keeping frontline workers informed and aligned with overarching business goals. Implementing Miro's digital signage for enhanced team collaboration. When implementing Miro's digital signage for enhanced team collaboration, you're equipping your team with a powerful tool that streamlines communication and boosts productivity. With Miro's dynamic widgets, real-time updates of project milestones enhance team engagement by ensuring everyone stays visually informed. These updates foster alignment and allow you to showcase outcomes from workshops and brainstorming sessions instantly. A wide array of customizable templates allows you to tailor visually impactful content for your team, ensuring that strategic goals are communicated effectively across departments. Integrate tools like Salesforce and Google Sheets to facilitate seamless data sharing and maintain alignment. And, as essential updates reach frontline workers through digital signage, your entire team can engage in achieving shared objectives. Enhancing project transparency using live Miro boards. Even as projects grow in complexity, transparency no longer has to be a challenge when you leverage Miro's live boards. Experience complete project visibility with real-time updates that elevate your digital signage projects without the hassle of frequent meetings. Miro's boards allow you to visualize brainstorming sessions and creative ideas, ensuring everyone is aligned on project goals. Imagine instantly reflecting workshop outcomes and milestones through dynamic widgets, making developments accessible to all stakeholders. With real-time dashboards showcasing KPIs, every team member stays thoroughly informed. Furthermore, using customizable templates streamlines your project's lifecycle, fostering clear communication and alignment. Miro supports a tech-savvy approach to project management, allowing teams to efficiently adapt and maintain transparency throughout all phases. How to seamlessly communicate across teams with Miro. To truly capitalize on transparent project management, seamless communication across teams becomes a linchpin, and Miro stands ready to facilitate this with finesse. Imagine effortlessly integrating cross functional collaborations through its intuitive platform. With integrations for Slack and Microsoft Teams, you're looking at streamlined communication within your existing workflow. Miro's infinite canvas isn't just a feature; it's a game-changer for visual brainstorming. Teams bring forth ideas in real-time, bridging any gap in digital signage strategy with vibrant clarity. By leveraging Miro's dynamic brainstorming sessions, all stakeholders gain a consistent understanding of branding and messaging. Its facilitation tools allow potent discussions, ensuring everyone's voice is heard, driving alignment, and fine-tuning digital signage goals seamlessly. Step-by-Step guide to setting up Miro widgets for engagement. Setting up Miro widgets for engagement is a rewarding venture that can revolutionize the way your team interacts with digital signage. Start by exploring Miro's vast customization options to tailor widgets to your team's needs. Engage your team with dynamic, live, and auto-updating displays, showcasing impactful boards like workshop outcomes and project milestones. Use widget customization to highlight essential metrics and ongoing projects, driving alignment and awareness. Incorporate data from integrated platforms to guarantee your widgets reflect the latest developments, keeping your team informed and engaged. Leverage Miro's templates to facilitate brainstorming sessions and feedback collection. These can be transformed into interactive widgets that boost participation and engagement. Strategically plan your widget setup to foster collaboration and amplify your organization's engagement strategies. Tracking progress: using Miro Analytics for informed decisions. Although effective progress tracking is essential for driving project success, Miro Analytics elevates this by providing real-time insights that lead to informed decision-making. By activating dynamic dashboards, you can keep everyone updated with the latest project milestones and outputs. Miro's seamless integration with Salesforce and Google Sheets transforms your digital signage into a powerhouse of transparency and visibility. | Feature | Benefit | Actionable Insight | | Real-time Dashboards | Live Project Updates | Instant Decision-Making | | Dynamic Widgets | Track Milestones | Enhanced Visibility | | Data Integration | Visualize KPIs | Boosted Customer Engagement | Frequently asked questions. How to use Miro with teams? You can use Miro with teams by leveraging its collaborative brainstorming capabilities and visual project management tools. Quickly organize ideas, strategize efficiently, and keep everyone informed with real-time updates. It's perfect for tech-savvy, detail-oriented teamwork. How to move boards between teams in Miro? Curious if you've heard this: to move boards between teams, tap "Share," adjust the team under settings. It streamlines board organization and boosts team collaboration. Communicate changes proactively to guarantee seamless shifts in your projects. How do I share a Miro board with another team? To share a Miro board with another team, use the "Share" button. You'll enhance collaboration benefits by setting access levels. Integrate with tools like Slack for streamlined communication, keeping your team's workflow seamless and efficient. What is Miro Teams? Miro Teams is a feature-packed tool that enhances team collaboration by providing dedicated workspaces. It lets you seamlessly share boards, foster real-time creativity, and streamline feedback with Miro's dynamic features, boosting your project management efficiency. Conclusion. Envision a conductor leading an orchestra, ensuring every instrument plays in harmony. That's Miro for your team - streamlining communication and alignment across digital signage. Visualize this: A team used live Miro boards and saw a 30% increase in project transparency. With widgets engaging participants like a dynamic symphony, and analytics guiding your next move, you'll find your team striking the perfect chord - each project completed with precision and clarity. With Miro, alignment isn't just a goal, it's a reality.