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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
Top Features to Implement in Financial Services Cloud Winter '18 Release



Financial Services Cloud "How-To" Videos:

Salesforce Financial Services Cloud - Opportunities/Wallet Share

 



To learn more, contact Maria Kelley at maria@nexgenconsultants.com.
 

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Take your Business to the Next Level with NexGen Consultants!

                 
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NEXGEN NEWS
We invite you to Attend our February 13th webinar
Wednesday, January 24, 2018


Our Best Practices guide, Version 9 is available to you!
Monday, December 18, 2017

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




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