How to Personalize Client Onboarding and Discovery with Salesforce Financial Services Cloud

Every generation of financial clients expects a different experience when interacting with financial services firms. Without sophisticated technology, personalizing and scaling client onboarding and discovery becomes an uphill battle.

This webinar will show you how Salesforce empowers financial services firms to gather client information in a whole new way. Plus, we’ll discuss how the Salesforce Winter ‘20 release is a game-changer for the industry.

You will learn how to:

  • Reimagine the way you collect information from new and existing financial clients
  • Utilize the most innovative Salesforce technology in the client discovery process
  • Apply Salesforce Winter ‘20 release features to your financial services firm 

Webinar Presenter:

Erik Hermans, CRM Science Financial Services Strategist 

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