May 24, 2022, 9:00 – 11:30 PM (UTC)
Salesforce Developer Group, King of Prussia, United States
Salesforce Financial Services Cloud (FSC) empowers wealth firms with the tools they need to compete in this crowded marketplace. We’ll walk through the three main challenges we hear our Registered Investment Advisors (RIA) customers currently face and how Salesforce FSC enables wealth advisors to overcome these obstacles, improve their client relationships, & ultimately increase their bottom line.
Salesforce Financial Services Cloud (FSC) empowers wealth firms with the tools they need to compete in this crowded marketplace. We’ll walk through the three main challenges we hear our Registered Investment Advisors (RIA) customers currently face and how Salesforce FSC enables wealth advisors to overcome these obstacles, improve their client relationships, and ultimately increase their bottom line.
CRM Science
Salesforce Analyst
Tuesday, May 24, 2022
9:00 PM – 11:30 PM (UTC)
| 9:00 PM | Networking, Food, and Drinks |
| 10:00 PM | Session and Q&A |
| 11:00 PM | Networking, Food, and Drinks |
CRM Science
Community Group Leader
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