In this meeting, we will focus on Data. Our presenters include:
Samantha Mestwarp from FormAssembly: We will learn about Improving Salesforce Data Collection.
Afterwards, we will hear from our Community members from Brightmark on Digital Onboarding -- It's Actually Possible!
Join Matthew and Dominic from Brightmark as they walk through how they have deployed FormAssembly and Conga at their clients to create an end-to-end digital onboarding experience.
Matthew Maingot: Matthew’s career has been dedicated to helping companies become successful with Salesforce. Previously with the Salesforce Customer Success and Canadian Financial Services teams, he helped architect Salesforce solutions and design business processes to help clients transform. At Brightmark, Matthew works with clients to understand their business goals and then develops strategies and roadmaps to reach them.
Dominic Ionadi: Dominic is a financial services veteran with experience spanning over 20 years in wealth and asset management, banking verticals, business analysis, operations, technology delivery and leadership roles, along with more than five years in Salesforce consulting and multiple Salesforce certifications. He is passionate about using Salesforce to drive real business solutions and frequently presents at Salesforce and industry events.
Big Thank you to FormAssembly for Sponsoring this months virtual meeting and to Brightmark for being our virtual host.
I look forward to having you join us for these exciting topics.