Maximizing Value with Salesforce Financial Services Cloud | The Success Story of Veritas Boston Wealth Management

Watch this webinar to learn how Veritas Boston Wealth Management uses Salesforce Financial Services Cloud to deepen relationships in order to maximize value to their entire book of business.

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

Let's Get Started