CRM for Financial Service & Insurance Industries Hands-on Workshop

Under COVID-19 which many clients may be affected for their working arrangement, it would be a good time to reconnect with them and their multiple households, keep track of financial goals and significant life events, and manage your sales pipelines!

As you are part of the wealth management, financial services & 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 18 June 2020. This workshop is an introductory learning-by-doing experience, that combines facilitated instruction with hands-on, while collaborating with expert-level support.  

Highlights:

1. Overview of Salesforce & Financial Service Cloud and their benefits.
2. Demonstrate on how to build your tailor-made Sales Management Dashboard.
3. Deepen your understanding in Salesforce with Industry best practices and case sharing.

Workshop Details are as follows: Date : 18 June 2020 (Thursday)

Time : 14:15 - 16:30 (Workshop will start at 14:30 and registration will start at 14:15)

Venue: DCH Living Hall (7/F DCH Building, 20 Kai Cheung Road, Kowloon, Hong Kong)

Target: Sales & Marketing professionals from Wealth Management, Financial Services and Insurance segments

Rundown:

2:30 - 2:35   Introduction of Laputa's Solution and Services 

2:35 - 2:50    Introduction of Salesforce 

2:50 - 3:20    Salesforce Demo

3:20 - 4:00    Hands-on exercises

4:00 - 4:30    Q&A

4:30             End

Seats are limited, registration will be on first come-first serve basis.

    

Registration: https://www.eventbrite.hk/e/crm-for-financial-service-insurance-industries-hands-on-workshop-tickets-104622462602