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Articles tagged "Project C"


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Clara Shih:  I do have a healthy level of concern about [AI].

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

Neesha Hathi: It would be much simpler to say: Let's make Schwab Advisor Center the center of the universe.

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

Neesha Hathi: We know there are going to be disappointed clients and vendors.

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

Neesha Hathi is prepared to have Schwab accommodate most technology vendors but to marry far fewer

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

June 29, 2010 at 10:00 PM

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