FSC for Wealth Management/ria firms
This video demonstrates the standard capabilities of the Salesforce Financial Services Cloud for Wealth Management/RIA firms as well as additional functionality that I have built, based on feedback from clients over the past 15 years. To facilitate easier user adoption, we have standardized the screens and put in place a large number of industry best practices for you to take advantage of.
Private Equity
This video demonstrates a template that private equity and venture capital firms use to manage their fundraising pipeline, funds, and deals. This application was developed using the Sales Cloud platform offered by Salesforce. If you are a PE/VC firm that can't easily see all the activity across all of your team members, this video is for you.
Investment Banking
This video demonstrates functionality that was developed on Sales Cloud and offers pre-built functionality that Investment Banking firms can utilize to effectively manage their pitch pipeline, projects, and deals. If you are an investment banking firm that can't easily see all the activity across all of your team members, this video is for you.
This website uses cookies.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.