2020 06 / Workshop on CRM for Financial Service and Insurance Industries

Updated: Sep 14, 2020

We would like to thank everyone who participated in our workshop on Salesforce Financial Service Cloud CRM Solution today. The workshop’s primary focus was to show how Salesforce can help Financial Services and Insurance (FSI) businesses connect household relationships and achieve a holistic view of customer contacts and leads. We hope our attendees were able to further understand how Salesforce and Laputa can help transform FSI businesses.