Actionable Insights at Advisors’ Fingertips with Salesforce Financial Services Cloud

Questions? Call us at 1-800-667-6389.
Financial Service Cloud Winter 17 Webinar

Speakers:
Eran Agrios, Director of Wealth Management, Product Marketing at Salesforce
Thomas Zink, Associate Research Director for IDC Financial Insights

Learn how advisors can take charge of their day with customizable client and household views and the ability to unlock meaningful client insights across their entire book of business. This on-demand webinar includes:

  • A unique perspective into the the latest industry trends from Thomas Zink, Associate Research Director at IDC Financial Insights
  • Demos on the latest Financial Services Cloud features enabling advisors to work the way they want in less time
  • An inside look at how advisors can take action at the point of insight with rich client data right at their fingertips
Watch the webinar now.
Watch the webinar now.
Watch the webinar now.
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Demo Intro
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Legacy case management systems and processes prohibit Federal Government Agencies from providing great service and this failure to deliver great service is hurting you in more ways than you realize. During this webcast, we explore how the Salesforce Federal Case Management solution has helped the USDA and similar agencies to improve service delivery and modernize operations.

We also do a deep dive into a virtual demo of the Federal Case Management solution that outlines how Federal Case Management enables federal agencies to:

  • Incrementally improve mission delivery by focusing on five core elements of service that are relevant to any mission-centric application
  • Access critical data that is currently trapped in legacy systems and manage workflows from a consolidated view of all case-related interactions
  • Transform internal and external user experiences by implementing dynamic automated workflows
  • Jumpstart modernization efforts by launching agile, cloud-based solutions in half the time and at half the cost of traditional, on-premise implementations

Watch now on demand.