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The Salesforce Financial Services Cloud transforms how wealth and asset management, banking, and insurance companies work with customers, as well as within their organizations. The solution helps improve the customer experience, strengthen client relationships, and drive new business by integrating sales, service, and marketing.
In our webinar, we discussed Buckingham Strategic Wealth's implementation of the Salesforce Financial Services Cloud.
-What to consider before choosing Salesforce
-The strategy Buckingham used for the implementation
-Why integrations and flexibility are vital for financial services customers
-Tips for increasing user adoption