How Salesforce Drives The Client Onboarding Process

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Transform your compliance, operations, and the client experience with Salesforce CRM at the core of the entire sales and onboarding process.

As the financial services sector faces unprecedented changes and challenges, it’s crucial to stay ahead by leveraging cutting-edge technology. This webinar showcases how Salesforce offers comprehensive solutions to enhance every stage of your client journey, including client relationships, screening, compliance operations, ID verification, document generation and self-service via Experience Cloud portals. Our tried and tested Salesforce onboarding accelerator will save your business crucial hours and provide a better experience for your clients.

Key Takeaways:

• Leveraging Salesforce: Explore strategic approaches that maximise the potential of Salesforce within your organisation.

• Financial Services Cloud Deep Dive: Understand the unique features and benefits of Financial Services Cloud tailored for the financial services sector.

• ComplianceLearn how we’re helping businesses accelerate their compliance operations and comply with regulations.

• Success Story: Deep dive of real-world examples of how companies have successfully transformed their operations and client experiences.

• Expert Insights: Gain valuable insights from Comnexa’s experts on best practices and future trends in financial technology.

Comnexa is available for private and custom demos upon request. Please contact Phil Cuming to organise.

 

About Comnexa

For over a decade, our founders had used Salesforce within the businesses they worked at and witnessed first hand the success it can bring to an organisation. Comnexa was founded in 2016 with the ambition to help more businesses harness the power of Salesforce and drive sales, marketing, operational and administrative efficiencies. Today we are driving businesses forwards by putting Salesforce at the centre of their universe, helping them process and analyse key business data from a central source of truth and ultimately operate in a strategic and data driven manner.

We predominantly work with Financial and Professional Services businesses because this is what we know best. A number of our team started their careers in the financial services industry before training in Salesforce and so we understand the challenges faced by businesses and speak their language.

As we’ve grown and developed implementation experience, we have developed accelerators and project methodologies we can guarantee lead to success. Our experiences include working with businesses across several jurisdictions, time zones, and regulatory environments and for whom client data security is their top priority. We believe this means we can offer our clients a unique proposition and an efficient road to success.

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