Phoenix - Your AI AssistantDeploy Salesforce for Wealth Management
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- Proposals: 1
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- #752470
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has already sent a proposal. Description
Experience Level: Expert
General information for the business: Cloud and CRM Consultancy
Industry: Business
Kind of consulting: IT
Description of consulting work: Target Cloud Consulting will deploy the Wealth Management component into your Salesforce environment. Salesforce for Wealth Management is the next generation desktop for financial advisors. Built in collaboration with leading wealth management firms, it includes everything that advisors need to manage their book of business & handle compliance challenges.
Extra notes:
Industry: Business
Kind of consulting: IT
Description of consulting work: Target Cloud Consulting will deploy the Wealth Management component into your Salesforce environment. Salesforce for Wealth Management is the next generation desktop for financial advisors. Built in collaboration with leading wealth management firms, it includes everything that advisors need to manage their book of business & handle compliance challenges.
Extra notes:
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