Salesforce Webinars

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First Look at the NEW Grow Client Relationships Solution

Featured Speakers:

Tony Brumley, Chief Technology Officer, Portfolio Solutons

Colin Grover, Director, Advisory Services & Strategy, Portfolio Solutions

Ilan Davidovici, Global Head of Wealth & Asset Management, Salesforce

Rachel Greenfield, Product Marketing Manager, Salesforce

Rachel Kelly, Solution Engineer, Salesforce


Advisors, it's time you met your new competitive advantage. With the new Grow Client Relationships solution from Salesforce, wealth managers can unlock more time to focus on what they do best - deepening and growing their books of business. See how Financial Services Cloud's house holding model coupled with integrations from leading wealth management partners is empowering advisors to deliver personalized advice across hundreds of client and household relationships.

Tune in to this webinar to:

  • Hear how current Financial Services Cloud customers are growing their client relationships with Salesforce
  • See a live demo of Financial Services Cloud in action
  • Get an in-depth overview of our new Grow Client Solutions solution and content

 

Access the webinar now.

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