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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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Take your Business to the Next Level with NexGen Consultants!

                 
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NEXGEN NEWS
Please attend our July 11th webinar to learn about Salesforce.com and Retail Banking
Monday, June 4, 2018


Please attend our May 9th webinar where Matt Mountain and Matt Scholl will review Artificial Intelligence with Einstein Discovery.
Monday, April 23, 2018

 
CONTACT INFO    FOLLOW US
Jean Hogan 
jhogan@nexgenconsultants.com
  
   
  




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