On-Demand Webinar

Expanding Your Book of Business in Financial Services with Salesforce CRM Analytics

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Watch our on-demand webinar to learn about the latest trends and best practices in financial services data analytics and explore Salesforce CRM Analytics (CRMA), the powerful tool designed to transform how today’s market leaders leverage data for growth and success.

Get an overview of what’s possible and how to get started with CRMA, and see its user-friendly interface and robust features in action with a live demo. Our experts will dive into real-world examples of how financial services companies are leveraging CRMA to improve client relationships, enhance risk management, and drive profitability.

Speakers

Paul Pelletier

Paul Pelletier

Sr. Director Solution Engineers - Analytics,
Salesforce

John Hackbart

John Hackbart

Principal Solution Engineer,
Salesforce

Connor Steiner

Connor Steiner

Lead Solution Engineer,
Salesforce

Valerie Weis

Valerie Weis

Financial Services Industry Lead,
Atrium

Watch On-Demand