The Future of Wealth Management

Discovering relationships and tracking new wallet share opportunities with Salesforce Financial Services Cloud

Together with our partners at Equilar, Plative is helping wealth and asset managers discover new relationships and uncover wallet share opportunities with Salesforce Financial Services Cloud.

Topics Include:

  • Financial Services Cloud & ExecAtlas: Getting your Data in Order
  • Enterprise Relationship Management: Discovering Connections
  • Money in Motion: Staying Ahead of the Competition

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