Level up your advisory with Salesforce Solution for Wealth Management

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Level up your advisory with Salesforce Solution for Wealth Management

Description:

Bid adieu to all your wealth management related problems because JanBask IT Services and Salesforce Consultancy has come up with latest Salesforce CRM solutions to address all your issues related to effective wealth management. Here are the features of their service offerings-
Automated emails for reminders
Auto-sync of calendars concerning meetings, payments, tours, etc
Managed business process workflows
Salesforce Einstein technology for the best investment insights

Visit https://www.janbask.com/crm-solutions to get more information or Call +1 434-879-4367.

General details:

Sold by: William Hills (0 / # 0) Grade William Hills
Email: Contact seller

Ad Details

Ad id: 371338
Ad views:687
Ad expires: 2020.02.12 (in 93 days)
Added: 2019.04.18
Current rating (after 0 votes) Grade




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