Next-Level Tools for Wealth Managers on Salesforce Financial Services Cloud

So you’re in wealth management? Have you ever wondered what Salesforce Financial Services Cloud can do for you? The future of wealth management is here. 
On Wednesday, February 24, 2021, CRM Science presented a webinar to show what’s possible on the world’s #1 CRM platform, Salesforce. 
Here are some of the topics that were covered in webinar: 

  • Why enabling Person Accounts in Salesforce is so important for your client data strategy. 
  • How to improve collaboration and productivity using Action Plans to capture and automate repeatable tasks. 
  • Which Spring ‘21 features in Salesforce Financial Services Cloud you absolutely can’t miss.

We also shared useful Salesforce FSC tips and tricks you should know about that will make your life easier. 


Title: Next-Level Tools for Wealth Managers on Salesforce Financial Services Cloud 
Duration: 45 minutes

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Watch the Replay: 

Linda Johnson
Senior Business Analyst
CRM Science