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On-Demand Webinar

Trends in Financial Services with Salesforce Artificial Intelligence


This webinar focuses on common use cases in Financial Services for embedding intelligence into the Relationship Manager’s use of Salesforce – whether you are a Banker, Wealth Advisor, or Insurance Agent.

Understand how data from Salesforce and other external systems can provide predictive capabilities, descriptive analytics, and recommended actions for your team.

Watch On Demand