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!
Salesforce Implementation Manager