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Solving The Everyday Challenges Of Wealth Management With Salesforce Financial Services Cloud

May 24, 2022, 9:00 – 11:30 PM

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.

About this event

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.

Speaker

  • Jon Chen

    CRM Science

    Salesforce Analyst

When

When

Tuesday, May 24, 2022
9:00 PM – 11:30 PM UTC

Agenda

Networking, Food, and Drinks
Session and Q&A
Networking, Food, and Drinks

Group Leaders

  • Ami Assayag

    CRM Science

    Community Group Leader

  • Charlene Steffke

    CRM Science

    Community Group Leader

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