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If you're in Operations, IT or Marketing in the Financial Services industry, make sure you register for this webinar to find out how Salesforce can drive your client onboarding process. 
Date: 5th September 2024
Time: 11 AM BST
Don't miss this opportunity to have a first-hand look at how Salesforce can transform your client onboarding process. 

By registering, you confirm that you agree to the processing of your personal data by Comnexa as described in our Privacy Policy.

How Salesforce Drives The Client Onboarding Process
As the Financial Services sector faces unprecedented changes and challenges, it's crucial to stay ahead by leveraging cutting-edge technology. This webinar will showcase how Salesforce offers comprehensive solutions to enhance every stage of your client journey, including client relationships, screening, compliance operations, ID verification, document generation and self-service via Experience Cloud portals. Our tried and tested Salesforce onboarding accelerator will save your business crucial hours and provide a better experience for your clients. 

Key Takeaways: 

Leveraging Salesforce: Explore strategic approaches that maximise the potential of Salesforce within your organisation.

Financial Services Cloud Deep Dive: Understand the unique features and benefits of Financial Services Cloud tailored for the financial services sector.

ComplianceLearn how we're helping businesses accelerate their compliance operations and comply with regulations.

Success Story: Deep dive of real-world examples of how companies have successfully transformed their operations and client experiences.

Expert Insights: Gain valuable insights from Comnexa's experts on best practices and future trends in financial technology.
Speakers
Phil Cuming

Co-founder & Chief Commercial & Operating Officer

Comnexa Limited

Dan Williams

Co-founder & Chief Technology Officer

Comnexa Limited

About Comnexa
Comnexa is a Summit level Salesforce consulting partner specialised in financial services Salesforce implementations and ongoing support. Comnexa’s focus is to provide reliable and cost-effective Salesforce solutions that are tailored to your specific needs. As your trusted Salesforce consulting partner, we collaborate closely with you to understand your unique objectives and requirements. From there, we develop customised Salesforce solutions that will enhance your business strategy and help you achieve your goals.