FSC for Wealth Management/ria firms
This Salesforce Financial Services Cloud demo showcases advanced wealth management software features for RIA firms and financial advisors. Learn how our custom FSC enhancements streamline client household management, automate account role synchronization, generate interaction summaries, and create action plans that boost operational efficiency for wealth management practices.
Private Equity
Private equity and venture capital CRM solution built on Salesforce Sales Cloud. This demo showcases a comprehensive PE/VC management template for fundraising pipeline tracking, fund management, and deal flow optimization. Perfect for private equity firms and VC companies seeking centralized team activity visibility and streamlined investment processes.
Investment Banking
Transform your investment banking operations with this Salesforce-powered pitch pipeline and deal management system. See how investment banking firms streamline their client engagement process, centralize project tracking, and achieve complete team activity transparency using our proven Sales Cloud solution.
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