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 |
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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. • Compliance: Learn 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 | |
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Phil Cuming Co-founder & Chief Commercial & Operating Officer Comnexa Limited |
Dan Williams Co-founder & Chief Technology Officer Comnexa Limited |
We look forward to seeing you there! |
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