CRM for Financial Service & Insurance (FSI) Industries Hand-on Workshop
Time & Location
About the Event
In early 2020, it would be a good time to reconnect the relationship with your multiple clients and households, keep track of financial goals and significant life events, and manage your sales pipelines!
As you are part of the retail banking, wealth management, financial services or insurance (FSI) industries, you may realise the challenges in managing and growing client relationships from one generation to the next. Also, it is not easy to draw actionable insights on clients and their household relationships for further cross-selling opportunities.
Salesforce Financial Service Cloud Automation solution may help and in fact, it is very user friendly and self-served in nature, which EVERYONE is able to build your own dashboard without advanced IT knowledge!
You are invited to attend our hands-on workshop on 20 February 2020. This workshop is an introductory learning-by-doing experience, that combines facilitated instruction with hands-on, while collaborating with expert-level support.
1. Overview of the Salesforce Financial Service Cloud and its benefits.
2. Build your tailor-made Sales Management Dashboard.
3. Deepen your understanding in Salesforce with exercises.
Event Details Date : 20 February 2020 (Thursday)
Time : 14:30 - 17:00 (Registration will start at 14:15)
Venue : HKGCC meeting room 1 (22/F United Centre, 95 Queensway, Hong Kong)
Target: Sales & Marketing Management from retail banking, wealth management, financial services or insurance (FSI) industries without IT experience required.
Seats are limited, registration will be on first come-first serve basis.