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Salesforce & WealthConnect White Paper Release.

WealthConnect Whitepaper


10 Financial Services Mega Trends for the 2020s: Delivering the Future of Financial Services Today.

While change is an inevitable part of technological and business innovation across all industries, fundamental shifts in Financial Services have propelled that change and reshaped the basis upon which the sector operates.

Covering topics including customer centricity, risk and compliance, margin compression and values investing, this white paper discusses:-

  • How Salesforce and WealthConnect can help the industry thrive in this new environment through lowering compliance costs, increasing revenue and improving customer engagement.

To access this white paper click here

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