Unlock the Power of Salesforce Financial Services Cloud!

Join us for an insightful webinar where we explore key features of Salesforce Financial Services Cloud (FSC)—empowering financial institutions to optimize operations and enhance client relationships. Whether you’re just starting with FSC or looking to refine your expertise, this session will provide valuable insights to maximize its potential.

🔹 Financial Accounts in FSC – Manage client portfolios seamlessly
🔹 Relationships & Roll-ups – Gain a 360° view of customer data
🔹 Actionable Relationship Center (ARC) Graph – Visualize key client connections and take action
🔹 Events & Milestones – Track important client interactions effortlessly
🔹 Leads & Referrals – Streamline client acquisition and engagement
🔹 Action Plans – Automate and standardize workflows for efficiency
🔹 Document Tracking & Approvals – Ensure compliance with seamless document management

Don’t miss this opportunity to dive deep into FSC’s most powerful features and discover how they can transform your financial services strategy!

📅 Date: 13th Mar
⏰ Time: 04:00 PM
📍 Where: Online

Reserve your spot today and take the first step toward mastering FSC! 🚀