Webinar: How Adobe E-signature & Salesforce Automation help FSI companies improve sales performance & be more resilient?

Under COVID-19, banks, wealth management, capital or insurance companies face challenges in meeting their customers for normal business transaction, how can we cope with this new normal, whereas meeting security and compliance requirements?

Also, during the bad times, how can we make use of the existing contacts to generate more businesses and draw actionable insights on clients for cross-selling & up-selling opportunities?

You are invited to join our webinar to learn how Adobe and Salesforce may help!  We will also share how you can expand digital capabilities by tackling challenges while meeting compliance:

Details of the webinar are as follows:

Date: 25 August 2020 (Thursday)

Time: 2:30 – 4:00 pm (Webinar will start at 2:30 pm)

Format: ZOOM Webinar (Login details will be shared with you upon successful registration)

Target: Sales, Operations, IT & Service Management for Financial Services, Insurance, retail banking, wealth management industries

Language: Cantonese

You will gain insights on:

1. How companies embed e-signature into their sales execution processes to keep their business running during COVID-19?2. How we can draw actionable insights on customers with Salesforce for cross-selling opportunities?

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

Agenda

2:30 – 2:35 Introduction of Laputa

2:35 – 2:50 Introduction of Adobe Sign e-signature solution

2:50 – 3:10 Introduction of Salesforce CRM solution

3:10 – 3:50 Demo of Salesforce and Adobe Sign solution

3:50– 4:00 Q&A

Registration: https://www.eventbrite.hk/e/webinar-how-adobe-e-signature-salesforce-automation-solution-help-fsi-tickets-114865566000