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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

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Take your Business to the Next Level with NexGen Consultants!

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