Financial Services: How to create long term value using Salesforce

Financial Services: How to create long term value using Salesforce

Actions and Detail Panel


Date and time


Online event

In this session, we will look at creating long-term value for Financial Services customers using the Salesforce platform.

About this event


Salesforce is bringing huge success to businesses all over the world. The financial service industry is one of the major beneficiaries of the platform. Companies across the industry are succeeding from some of the biggest banks in the world like JP Morgan to Fintech companies like Revolute.

Salesforce is a digital asset that requires investment and maintenance to get the most out of the platform. Implementing Salesforce is the first step in a journey that can help your business grow and succeed. The key to long-term success is to have the right plan, structure, and services in place to generate a higher return on your investment in the world's leading cloud platform.

What you will learn

In this session, we will look at

  • Creating a Salesforce roadmap
  • Planning and implementing change
  • Developing and training your staff
  • Accessing technical support
  • Maintaining your Salesforce platform
  • Upkeeping the platform through the unique needs of banking and insurance
  • Join the Salesforce community and have fun!

Who is this for?

Are you a Salesforce customer...

  • Struggling with user adoption?
  • Finding it hard to access technical resources?
  • Seeking to understand Salesforce change management best practice
  • Wanting to know how to plan for the future
  • Searching for ways to learn more about the platform
  • Finding it hard to maintain or upkeep your Salesforce instance

Then this session is perfect for you

Share with friends