May 24, 2022, 9:00 – 11:30 PM
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.
Tuesday, May 24, 2022
9:00 PM – 11:30 PM UTC
Networking, Food, and Drinks |
Session and Q&A |
Networking, Food, and Drinks |
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