> Salesforce.com > Reshaping the Financial Advisory Industry
 

Reshaping the Financial Advisory Industry

White Paper Published By: Salesforce.com
Salesforce.com
Published:  Jul 02, 2014
Type:  White Paper
Length:  2 pages

With today's financial advisors and wealth managers facing such tough competition, the ability to thrive comes through maximizing efficiency and finding innovative ways to maintain and grow business.

This white paper highlights how technology is a great partner for meeting this need:

Create more relevant interactions with customers by tracking your business in the cloud
Connect to your customer information from any mobile device
Increase sales to your customers with a deeper understanding of their needs

Download this white paper to learn more!



Tags : 
salesforce.com, customer tracking, business in the cloud, financial advisors, wealth managers, mobile devices, enterprise applications, data center

We use technologies such as cookies to understand how you use our site and to provide a better user experience. This includes personalizing content, using analytics and improving site operations. We may share your information about your use of our site with third parties in accordance with our Privacy Policy. You can change your cookie settings as described here at any time, but parts of our site may not function correctly without them. By continuing to use our site, you agree that we can save cookies on your device, unless you have disabled cookies.
I Accept