How to Capture Cross-selling Opportunities and Nurture your leads with Salesforce?

As you are part of the retail banking, wealth management, financial services or insurance (FSI) industries, you may realise the challenges in managing multiple clients and households, keep track of financial goals and significant life events, and manage your sales pipelines!

How we can grow client relationships from one generation to the next? Also, how we can draw actionable insights on clients and their household relationships by connecting clients with their families for cross-selling opportunities? Also you may be interested to know how to nurture your leads to turn them into business opportunities. You are then invited to join our event to learn Salesforce Financial Service Cloud and Pardot solution may help!

We will also introduce a case sharing on how our client make use of Financial Service Cloud, what challenges do they usually come across and what business benefits do Financial Service Cloud generated.

Details of event are as follows:

Date: 12 September 2019 (Thursday)

Time: 2:30 – 5:00 pm (Event will start at 3 pm)

Venue: HKGCC Meeting room 1 (22/F United Centre, 95 Queensway, Hong Kong)

Target: Financial services, Insurance, retail banking, wealth management industries

Language: Cantonese

You will gain insights:

1. How we can draw actionable insights on clients and household for cross-selling opportunities?

2. How we can use Salesforce to have single view of clients and keep track of their financial goals?

3. How we can nurture our leads to turn them into business opportunities?

4. How our FSI user make use of Salesforce?

Agenda

2:30 – 3:00 Registration

3:00 – 3:10 Introduction to Laputa's solution and support services

3:10 – 3:50 Introduction of Salesforce Financial Services Cloud & Pardot solution

3:50 – 4:10 Demo

4:10 – 4:40 Customer Case Sharing

4:40 – 5:00 Networking and Q&A

Please register at https://www.eventbrite.hk/e/how-to-have-a-360-degree-visibility-and-capture-cross-selling-opportunities-with-salesforce-tickets-69370696621 to secure your booking (subject to seating availability; first-come-first-served)