September 16, 2019
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eMoney Advisor, a financial planning software company that provides technology aimed at empowering financial advisors, has announced a new API-centric solution called eMoney Access. This new service provides APIs that support financial planning, client fact data collection, and document storage.
The Streak API integrates its client relationship management (CRM) platform into other applications like MailChimps and Wufoo. The API's webpage reveals that it requires an API key and uses HTTP Basic Auth. The request format supports Create, retrieve, update, and delete (CRUD) with response in JSON. The purpose of the API is to manage CRM relationships through your application.
Artificial intelligence is already all around us, but is more often used by consumers than by big business. Think Microsoft's Cortana, Google's Google Now, and Apple's Siri. Salesforce believes it is time to bring easy-to-use artificial intelligence to business apps on a grand scale.