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See What's New with Salesforce Financial Services Cloud

Presented by

Julie Bazan, COO, Cobblestone Capital Advisors LLC | Eran Agrios, Director, Wealth Management Product Marketing, Salesforce

About this talk

It's only been a few months but we're excited to share even more new enhancements that will help you personalize your client engagements and supercharge advisor productivity. Join us live on July 12th to learn about the new features of Financial Services Cloud that were recently released as part of the constant innovation we're delivering to help wealth managers put their clients first.
Salesforce

Salesforce

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