Build a Strong Bank-Wealth Referral Program with Salesforce Financial Services Cloud

Banks possess a treasure trove of information about their clients — from life events and financial goals to risk tolerance and investment preferences. This deep client knowledge presents the opportunity to foster a collaborative relationship between banks and wealth advisors, built on mutual growth and the shared goal of enhancing the client experience.

Join us for a compelling webinar where we’ll explore how banks can leverage their data and insights to create a robust referral program that not only boosts sales but also cultivates deeper, more meaningful client relationships.

We’ll delve into industry best practices, showcase how technology can streamline the referral process, and demonstrate how to avoid cannibalizing the balance sheet while maximizing referral activity.

The webinar will include:

• Industry Overview: Learn about the untapped potential of bank-wealth collaboration in today’s data-rich environment.
• Panel Discussion: Industry leaders will share their experiences and perspectives on building successful referral programs that leverage client data and insights.
• Salesforce Demo: See a live demonstration of Salesforce Financial Services Cloud and learn how it enables banks to identify high-potential referral opportunities, track referral progress, and nurture client relationships.
• Q&A: Get your burning questions answered by our panel of experts and gain actionable takeaways to implement in your own organization.