Salesforce Financial Services Cloud
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What is Salesforce Financial Services Cloud?
Salesforce Financial Services Cloud is focused on wealth management systems based on powerful Salesforce CRM that allows advisors to connect with clients in a whole new way. ... Advisors can build 1-to-1 relationships with clients for key investment decisions based on goals and life events. Salesforce Financial Services Cloud (FSC) provides real-time access to critical data, perceptibility into unique customer journeys, and meaningful insights at every stage of a customer's lifecycle. Regardless of which financial services sector, it has the potential to solve any challenge businesses face |
Fran Dalton BA(Econ), FCCA, QFA - Salesforce Functional Architect
A former career Banker of 35 years, 25 years of which spent in Business, Corporate and Retails Banking. Fran is also a Chartered Accountant( FCCA), Qualified Financial Advisor(QFA EFA) and Qualified Insolvency Advisor
With Strong experience in all areas of Banking, Wealth Management an Mortgage Lending combined with his expertise on the Salesforce Platform Fran is your ideal implementation partner for your Financial Service Cloud.
With Strong experience in all areas of Banking, Wealth Management an Mortgage Lending combined with his expertise on the Salesforce Platform Fran is your ideal implementation partner for your Financial Service Cloud.
Contact us below to discuss your requirements
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