Your browser does not support JavaScript
 

WEALTH/ASSET 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 (FSC) for Wealth/Asset Management and Banking clients.  Using the FSC, 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!  Check out our book, A Beginner's Guide to Financial Services Cloud, written to prepare your organization when making the transition to FSC.


Financial Services Cloud Overview:

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.
 


Salesforce Login, crm, crm stock

 

Take your Business to the Next Level with NexGen Consultants!

                   
Salesforce Administrator Certificate Salesforce Advanced Administrator Certification Salesforce Community Cloud Consultant Salesforce Nonprofit Cloud Consultant Certification Salesforce Pardot Consultant Certification Salesforce Pardot Specialist Certification Salesforce Platform App Builder Certification Salesforce Platform Developer I Certification Salesforce Sales Cloud Consultant Certification Salesforce Service Cloud Consultant Certification
                   
 
NexGen Consultants       CONTACT INFO        FOLLOW US
      Jean Hogan 
jhogan@nexgenconsultants.com
  
       
    NexGen Facebook


 COPYRIGHT © 2019. NEXGEN CONSULTANTS. ALL RIGHTS RESERVED