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WEALTH MANAGEMENT/RIA ACCELERATOR

 

Having done many Financial Services Cloud deployments, we built a solution that allows advisors and relationship managers to provide better service to their clients.  Our Accelerator will automate standard business processes, provide notifications at appropriate times based upon personal events and standardize how data is represented.  It will provide a faster time to value with the Financial Services Cloud.  There is no charge for our Accelerator.

For detailed information about this accelerator, please fill out the form below.

For more information about our FSC Capabilities, click here.



 

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