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WEALTH MANAGEMENT

Since 2007, NexGen has provided Salesforce.com configuration, consulting and training services to over 400 Financial Services companies with the large majority of them being Wealth Management Companies.

Click Here to download an Overview of the Financial Services Cloud

Financial Services QuickStart Programs Now Available - click link below for details

Financial Services Cloud QuickStart
Financial Services Cloud QuickStart Plus

Videos: Financial Services Cloud Overview VIEW

If you are a Wealth Management firm looking for an organization that understands your business and can get you up and running on Salesforce.com quickly and efficiently, please give us a call.

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Platform Developer 1
                 
 

 
CONTACT INFO    FOLLOW US
Maria Kelley 
(513) 919- 3830
maria@nexgenconsultants.com
   
  




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