In today’s volatile markets, it’s more important than ever to stay one step ahead of your client’s expectations. Join our webinar to learn how Plative customer, Veritas Boston Wealth Management uses Salesforce Financial Services Cloud to manage their entire book of business, deepen relationships, and maximize value.
Key Takeaways:
- Deepening existing relationships with Salesforce FSC
- Demonstration of Salesforce FSC
- Success Story: Veritas Boston Wealth Management
