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WEALTH MANAGEMENT


Grow Your Business by Building Deeper, Stronger Client Relationships


Having worked with the Salesforce Wealth Management Template for years, NexGen is now implementing the Financial Services Cloud for Wealth Management and Banking clients.  Using the Financial Services Cloud, NexGen can design a custom solution that will dramatically improve your productivity while allowing you to connect with your clients in real-time and on a much deeper level.
The result:  stronger relationships and unprecedented business growth! 


Financial Services Cloud Videos:

Overview of the Financial Services Cloud
Click Here to download an Overview of the Financial Services Cloud
Give Your Clients Access to Financial Services Cloud



Financial Services Cloud "How-To" Videos:

Salesforce Financial Services Cloud - Opportunities/Wallet Share

 



To learn more, contact Jean Hogan at jhogan@nexgenconsultants.com.
 

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