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Financial Services Cloud Webinar

Join the Salesforce wealth management team as they give you the inside story of the new Financial Services Cloud. You’ll learn how it was designed, and how it will enable today’s advisors to connect with clients in a whole new way.

We’ll discuss:

  • How leading wealth firms influenced the design of Financial Services Cloud
  • Wealth management trends in the new digital, mobile, and social world
  • How advisors can accelerate productivity to focus on client needs
To watch our free demos, sign up now.
To watch our free demos, sign up now.
To watch our free demos, sign up now.
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Demo Intro
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Join the Salesforce wealth management team as they give you the inside story of the new Financial Services Cloud. You’ll learn how it was designed, and how it will enable today’s advisors to connect with clients in a whole new way.

We’ll discuss:

  • How leading wealth firms influenced the design of Financial Services Cloud
  • Wealth management trends in the new digital, mobile, and social world
  • How advisors can accelerate productivity to focus on client needs
 
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