Using Salesforce Financial Services Cloud
To Enhance Customer Experience

  MAY 28, 2020       11AM PST

About The Webinar:

Fintechs are increasingly challenging the dominance of Retail Financial Institutions, Credit Unions, Wealth Managers, and Insurance Providers. In this environment deeply understanding clients’ needs, and generating new engagement strategies has become a necessity. Salesforce Financial Services cloud (FSC) is a powerful platform to help power your companies’ digital transformation.

In this webinar, we will discuss how businesses can deliver richer experiences, build deeper client relationships, and drive new business by leveraging Financial Services Cloud.

Key Takeaways & Learnings:

  • Top use cases organizations are trying to achieve with FSC, and strategies they’re employing to achieve them
  • Business case(s) to move from other CRMs to Salesforce FSC
  • How to leverage Einstein Analytics modules wherein FSC is built-in
  • The migration journey from other CRMs to FSC – challenges you may face & strategies to alleviate these challenges
  • Security, compliance & regulations, along with other things to consider while using FSC

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Speaker Profiles

Vipin Reddy

Chief Architect–Salesforce Practice

R Systems