Learn the latest on Financial Services Technology here
In this session, our industry expert George Shalhoub will reveal the top ways financial services firms are using Affinity for Salesforce’s AI and automation to drive more deals. We are joined by Affinity’s Director of Product Management Brook Lane to talk about how their features will be able solve many of the industry struggles.
What we cover:
- Top struggles facing Financial Services professionals with their workflows
- How you can use technology to generate more business and improve ROI
- How to leverage AI like relationship intelligence to find deals before the competition
- Steps to improve your CRM data into a research powerhouse