5 Things Your Financial Services CRM Needs to Have
The Forrester Wave™: Financial Services CRM, Q3 2023 Report identified, analysed, and scored the most significant financial service CRMs — and we've got what you need to bank on your next solution.
Eran leads Salesforce's Go-To-Market Team for banking, wealth, institutional banking and regulatory and compliance organisations, and industry product - Financial Services Cloud. She works with wealth management, insurance, and banking firms to help them address industry challenges and trends, focusing on client-facing initiatives, mid- and back-office consolidation, and productivity using technology as an enabler.
The Forrester Wave™: Financial Services CRM, Q3 2023 Report identified, analysed, and scored the most significant financial service CRMs — and we've got what you need to bank on your next solution.
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