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Meet the New Financial Services Cloud - We’re Bringing Automagic to Banks, Wealth Managers, and Insurers

Featured Speakers:

Susan Michalik, VP of Digital Operations and Planning at Canada Life
Kelly Utley, Senior Director of Product Marketing at Salesforce
Anu Agarwal, Senior Director of Product Management at Salesforce
Ryan Kellogg, Principal Solutions Engineer at Salesforce


In the current economic climate, Banks, Wealth Managers, and Insurers are asked to do more with less. Your company isn’t alone in asking, how can we provide customer experiences that meets expectations in a digital first world, while increasing efficiencies and lowering our cost to serve at the same time?

Great news, Salesforce is here and ready with some “automagic!” Our Product teams have been hard at work and we’re announcing new capabilities for Financial Services Cloud that will accelerate the automation of highly regulated business processes like opening an investment account or making a change to an insurance policy.

In this session, you’ll:

  • Hear from our Product Management team about the new digital process automation capabilities available now with Financial Services Cloud
  • See the new features in action and hear a success story directly from one of our Customers
  • Learn how easy it is to get the Financial Services “automagic” flowing in your organization, even if you’re already using Sales or Service Cloud

 

Access the webinar now.

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