Shift From Manual to Automated with Financial Services Cloud Spring '23 Innovation
Rohit Gupta, Director, RBC Wealth Management
Vidya Balakrishnan, Vice President, Product Management, Salesforce
Amanda Ebling, Product Marketing, Salesforce
To remain competitive, Financial Services companies are under immense pressure to automate every corner of their business. While the industry has a unique set of challenges with automation, we have purpose-built solutions. Join us to learn more about new (and upcoming!) capabilities in Financial Services Cloud to help deliver modern new processes to your employees and customers.
We’ll focus on one of the toughest, yet most crucial workflows to automate - customer onboarding - and we’ll hear from RBC Wealth Management on their success in taking it head on.