Email Us
US: +1 339 469 0600
EMEA: +44 (0) 20 3006 6490

CutterCast

Jan 28, 2021 10:30 AM - 11:30 AM ET    Online

Salesforce: Asset & Wealth Management Usage

SUMMARY

SUMMARY

Salesforce is a widely adopted tool within asset and wealth management firms. In this discussion, we examine the specific functionality firms are leveraging, which use cases they are trying to solve for, and what tips they have for success.