About the webinar:
As fintechs continue to reshape the financial landscape, traditional Retail Financial Institutions, Credit Unions, Wealth Managers, and Insurance Providers face increasing competition. In this dynamic environment, understanding client needs deeply and developing innovative engagement strategies have become essential. Salesforce Financial Services Cloud (FSC) empowers organizations to drive digital transformation and foster meaningful client connections.
Fill out the form to access the webinar recording and explore how Financial Services Cloud can help deliver richer customer experiences, strengthen client relationships, and support business growth.
Key Takeaways & Learnings:
- Discover the top use cases organizations are achieving with FSC and the strategies they employ
- Understand the business case(s) for transitioning from other CRMs to Salesforce FSC
- Learn how to leverage built-in Einstein Analytics modules within FSC
- Get insights on the migration journey from other CRMs to FSC, including potential challenges and strategies for overcoming them.
- Review key considerations for security, compliance, and regulations when using FSC.
Speakers
Vipin Reddy
Chief Architect–Salesforce Practice, R Systems
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