Actionable Insights at Advisors’ Fingertips with Salesforce Financial Services Cloud
Questions? Call us at 1-800-667-6389.
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