Build client confidence through a system of engagement.
Moving from a system of record to a system of engagement can be daunting. But it’s an essential step. Financial services firms' relationships with their customers are too often impersonal, unconnected, and product-centric. As CGU Insurance can attest, Salesforce makes it easy to unite otherwise siloed teams within your business while staying closely connected to customers and partners, setting you up for long-term success.
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