Tag Archives: salesforce financial services cloud

salesforce-financial-services-cloud

Why Salesforce Financial Services Cloud is a Game Changer for Finance Firms – Part 2

April 12th, 2016 | by

In the previous post, we looked at data that showed what investors want from their advisors – a collaborative relationship, and modern tools that enhance this relationship. We also saw that Salesforce Financial Services Cloud is positioned to fulfill these needs. Today, let’s dive deeper to understand what Salesforce Financial Services Cloud is, and what difference it can make to your wealth management firm.
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salesforce-financial-services-cloud

Why Salesforce Financial Services Cloud is a Game Changer for Finance Firms – Part 1

April 12th, 2016 | by

Salesforce aims to reinvent the way business happens in the financial world with their newest platform, Salesforce Financial Services Cloud. In this post we look at the reasons why you should consider adopting Salesforce Financial Services Cloud if you’re a wealth management company. Read more »