Volt Bank: A NeoBank powered by Salesforce Financial Services Cloud

Dec 5, 2019, 10:00 AM – 1:00 PM

During this session, we will examine the trends with a look at best practices around suitability testing, customer self service and goal-based financial planning. Also, learn top tips to drive adoption, work with governance, and drive customer engagement using Financial Services Cloud.

About this event

Open banking is now a global trend, enabling increased competition and customer choice. Banks are preparing for a new world in which customers expect personalized advice and support for achieving goals based on a complete picture of their finances. This dynamic is fueling the creation of new platforms that unlock the power of a rich ecosystem of banks, fintechs and even non-financial companies.

During this session, we will examine the trends with a look at best practices around suitability testing, customer self service and goal-based financial planning. Also, learn top tips to drive adoption, work with governance, and drive customer engagement using Financial Services Cloud.

Seats are limited to 30pax. See you there!

Speaker

  • Candyce Lu

    Volt Bank

    Salesforce Implementation Manager

When

When

Thursday, December 5, 2019
10:00 AM – 1:00 PM UTC

Agenda

Intro to Financial Services Cloud
How Volt Bank uses Financial Services Cloud
Q & A
Food and Networking

Group Leaders

  • Joey Chan

    Cloud Jedi Solutions

    Leader

  • Ronald Defeo

    ING Hubs PH

    Community Group Leader

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Volt Bank

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